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 | $48,419 | $111,754-56.7% | $103,333-53.1% | $145,922-66.8% |
| Participation rate | 60.9% | 77.9%-17.1pp | 74.5%-13.6pp | 80.3%-19.4pp |
| Annual return | 16.41% | 24.77%-8.4pp | 24.88%-8.5pp | 561.29%-544.9pp |
| Employer contribution / active EE | $1,794 | $4,212-57.4% | $3,868-53.6% | $4,660-61.5% |
| Participant deferral / active EE | $1,826 | $5,619-67.5% | $5,057-63.9% | $6,688-72.7% |
| Admin fee / account holder | $3 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |