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 | $59,472 | $163,687-63.7% | $108,745-45.3% | $273,961-78.3% |
| Participation rate | 60.0% | 82.3%-22.3pp | 77.7%-17.7pp | 83.0%-23.0pp |
| Annual return | 7.09% | 31.16%-24.1pp | 46.22%-39.1pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,802 | $4,711-61.7% | $3,323-45.8% | $4,869-63.0% |
| Participant deferral / active EE | $3,568 | $7,155-50.1% | $5,121-30.3% | $5,287-32.5% |
| Admin fee / account holder | $0 | $12,890-100.0% | $6,144-100.0% | $10,132-100.0% |