See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,914 | $232,540-84.6% | $185,117-80.6% | $147,584-75.7% |
| Participation rate | 63.6% | 82.4%-18.7pp | 77.3%-13.6pp | 82.8%-19.2pp |
| Annual return | 7.36% | 43.03%-35.7pp | 40.50%-33.1pp | 578.55%-571.2pp |
| Employer contribution / active EE | $1,959 | $5,195-62.3% | $4,182-53.1% | $4,876-59.8% |
| Participant deferral / active EE | $1,959 | $5,834-66.4% | $5,045-61.2% | $5,439-64.0% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |