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 | $40,428 | $99,652-59.4% | $78,778-48.7% | $147,584-72.6% |
| Participation rate | 54.5% | 76.2%-21.7pp | 69.2%-14.6pp | 82.8%-28.3pp |
| Annual return | 9.62% | 47.28%-37.7pp | 35.62%-26.0pp | 578.55%-568.9pp |
| Employer contribution / active EE | $7,069 | $2,796+152.9% | $1,986+256.0% | $4,876+45.0% |
| Participant deferral / active EE | $3,984 | $3,664+8.7% | $2,958+34.7% | $5,439-26.8% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |