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 | $101,435 | $105,630-4.0% | $87,507+15.9% | $273,961-63.0% |
| Participation rate | 25.0% | 78.2%-53.2pp | 73.8%-48.8pp | 83.0%-58.0pp |
| Annual return | 9.13% | 12.25%-3.1pp | 12.21%-3.1pp | 41.45%-32.3pp |
| Employer contribution / active EE | $800 | $3,141-74.5% | $2,550-68.6% | $4,869-83.6% |
| Participant deferral / active EE | $1,229 | $3,601-65.9% | $3,149-61.0% | $5,287-76.8% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |