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 | $51,047 | $198,466-74.3% | $170,442-70.1% | $147,584-65.4% |
| Participation rate | 53.8% | 88.0%-34.1pp | 83.6%-29.8pp | 82.8%-29.0pp |
| Annual return | 9.47% | 257.29%-247.8pp | 205.93%-196.5pp | 578.55%-569.1pp |
| Employer contribution / active EE | $1,332 | $6,184-78.5% | $5,433-75.5% | $4,876-72.7% |
| Participant deferral / active EE | $2,364 | $5,629-58.0% | $4,939-52.1% | $5,439-56.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |