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 | $31,250 | $90,503-65.5% | $78,689-60.3% | $273,961-88.6% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 19.92% | 75.60%-55.7pp | 62.18%-42.3pp | 41.45%-21.5pp |
| Employer contribution / active EE | $2,778 | $3,176-12.5% | $2,851-2.6% | $4,869-43.0% |
| Participant deferral / active EE | $3,472 | $3,901-11.0% | $3,517-1.3% | $5,287-34.3% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |