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 | $55,712 | $90,503-38.4% | $78,689-29.2% | $273,961-79.7% |
| Participation rate | 62.5% | 76.5%-14.0pp | 73.6%-11.1pp | 83.0%-20.5pp |
| Annual return | 9.27% | 75.60%-66.3pp | 62.18%-52.9pp | 41.45%-32.2pp |
| Employer contribution / active EE | $1,812 | $3,176-43.0% | $2,851-36.5% | $4,869-62.8% |
| Participant deferral / active EE | $6,067 | $3,901+55.5% | $3,517+72.5% | $5,287+14.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |