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 | $39,184 | $105,859-63.0% | $90,160-56.5% | $147,584-73.4% |
| Participation rate | 37.5% | 79.7%-42.2pp | 76.9%-39.4pp | 82.8%-45.3pp |
| Annual return | 20.23% | 37.63%-17.4pp | 34.88%-14.7pp | 578.55%-558.3pp |
| Employer contribution / active EE | $1,537 | $4,126-62.7% | $3,318-53.7% | $4,876-68.5% |
| Participant deferral / active EE | $4,382 | $5,733-23.6% | $5,288-17.1% | $5,439-19.4% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |