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 | $27,069 | $215,361-87.4% | $171,082-84.2% | $273,961-90.1% |
| Participation rate | 54.2% | 82.0%-27.9pp | 76.7%-22.5pp | 83.0%-28.8pp |
| Annual return | 19.41% | 25.14%-5.7pp | 32.56%-13.1pp | 41.45%-22.0pp |
| Employer contribution / active EE | $418 | $4,967-91.6% | $4,002-89.6% | $4,869-91.4% |
| Participant deferral / active EE | $7,168 | $5,543+29.3% | $4,797+49.4% | $5,287+35.6% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |