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 | $32,171 | $98,240-67.3% | $82,313-60.9% | $147,584-78.2% |
| Participation rate | 62.5% | 79.7%-17.2pp | 76.9%-14.4pp | 82.8%-20.3pp |
| Annual return | 22.23% | 30.85%-8.6pp | 25.88%-3.7pp | 578.55%-556.3pp |
| Employer contribution / active EE | $1,360 | $3,192-57.4% | $2,428-44.0% | $4,876-72.1% |
| Participant deferral / active EE | $3,230 | $4,383-26.3% | $3,706-12.8% | $5,439-40.6% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |