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 | $54,911 | $149,679-63.3% | $117,039-53.1% | $147,584-62.8% |
| Participation rate | 44.4% | 83.5%-39.0pp | 77.2%-32.7pp | 82.8%-38.4pp |
| Annual return | 13.61% | 19.31%-5.7pp | 18.95%-5.3pp | 578.55%-564.9pp |
| Employer contribution / active EE | $888 | $4,937-82.0% | $3,785-76.5% | $4,876-81.8% |
| Participant deferral / active EE | $2,455 | $4,912-50.0% | $3,929-37.5% | $5,439-54.9% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |