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 | $42,046 | $149,734-71.9% | $118,925-64.6% | $158,922-73.5% |
| Participation rate | 62.5% | 82.1%-19.6pp | 75.4%-12.9pp | 82.0%-19.5pp |
| Annual return | 13.53% | 19.95%-6.4pp | 35.88%-22.3pp | 302.83%-289.3pp |
| Employer contribution / active EE | $978 | $4,115-76.2% | $3,263-70.0% | $4,761-79.5% |
| Participant deferral / active EE | $7,480 | $5,223+43.2% | $4,265+75.4% | $5,982+25.0% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |