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 7-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 | $40,054 | $90,503-55.7% | $78,689-49.1% | $273,961-85.4% |
| Participation rate | 15.4% | 76.5%-61.1pp | 73.6%-58.2pp | 83.0%-67.6pp |
| Annual return | 13.63% | 75.60%-62.0pp | 62.18%-48.6pp | 41.45%-27.8pp |
| Employer contribution / active EE | $840 | $3,176-73.6% | $2,851-70.5% | $4,869-82.7% |
| Participant deferral / active EE | $1,578 | $3,901-59.5% | $3,517-55.1% | $5,287-70.1% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |