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 | $96,513 | $111,754-13.6% | $103,333-6.6% | $145,922-33.9% |
| Participation rate | 64.3% | 77.9%-13.7pp | 74.5%-10.2pp | 80.3%-16.0pp |
| Annual return | 11.43% | 24.77%-13.3pp | 24.88%-13.4pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,665 | $4,212-60.5% | $3,868-57.0% | $4,660-64.3% |
| Participant deferral / active EE | $3,110 | $5,619-44.7% | $5,057-38.5% | $6,688-53.5% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |