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 | $37,680 | $107,334-64.9% | $92,893-59.4% | $152,861-75.4% |
| Participation rate | 40.0% | 79.8%-39.8pp | 76.0%-36.0pp | 82.4%-42.4pp |
| Annual return | 30.85% | 145.58%-114.7pp | 109.41%-78.6pp | 345.32%-314.5pp |
| Employer contribution / active EE | $1,099 | $4,221-74.0% | $3,653-69.9% | $4,762-76.9% |
| Participant deferral / active EE | $2,931 | $4,845-39.5% | $4,236-30.8% | $5,850-49.9% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |