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 | $69,463 | $110,257-37.0% | $96,544-28.1% | $139,434-50.2% |
| Participation rate | 68.8% | 78.1%-9.3pp | 76.0%-7.2pp | 80.3%-11.6pp |
| Annual return | 15.64% | 26.32%-10.7pp | 25.84%-10.2pp | 372.94%-357.3pp |
| Employer contribution / active EE | $994 | $3,620-72.5% | $2,965-66.5% | $4,751-79.1% |
| Participant deferral / active EE | $7,331 | $5,548+32.1% | $4,851+51.1% | $6,710+9.2% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |