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 | $32,370 | $149,679-78.4% | $117,039-72.3% | $147,584-78.1% |
| Participation rate | 60.9% | 83.5%-22.6pp | 77.2%-16.3pp | 82.8%-22.0pp |
| Annual return | 16.11% | 19.31%-3.2pp | 18.95%-2.8pp | 578.55%-562.4pp |
| Employer contribution / active EE | $1,099 | $4,937-77.7% | $3,785-70.9% | $4,876-77.5% |
| Participant deferral / active EE | $3,148 | $4,912-35.9% | $3,929-19.9% | $5,439-42.1% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |