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 | $80,441 | $109,982-26.9% | $97,226-17.3% | $145,922-44.9% |
| Participation rate | 60.0% | 75.9%-15.9pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 24.61% | 242.90%-218.3pp | 75.13%-50.5pp | 561.29%-536.7pp |
| Employer contribution / active EE | $1,637 | $3,084-46.9% | $2,729-40.0% | $4,660-64.9% |
| Participant deferral / active EE | $4,297 | $4,676-8.1% | $4,264+0.8% | $6,688-35.7% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |