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 | $44,751 | $107,934-58.5% | $91,989-51.4% | $152,861-70.7% |
| Participation rate | 40.0% | 81.2%-41.2pp | 78.6%-38.6pp | 82.4%-42.4pp |
| Annual return | 30.62% | 89.24%-58.6pp | 69.02%-38.4pp | 345.32%-314.7pp |
| Employer contribution / active EE | $3,875 | $4,210-7.9% | $3,452+12.3% | $4,762-18.6% |
| Participant deferral / active EE | $5,926 | $6,364-6.9% | $5,923+0.1% | $5,850+1.3% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |