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 | $57,434 | $81,632-29.6% | $70,449-18.5% | $158,922-63.9% |
| Participation rate | 54.2% | 77.7%-23.6pp | 75.1%-20.9pp | 82.0%-27.8pp |
| Annual return | 13.50% | 208.40%-194.9pp | 109.03%-95.5pp | 302.83%-289.3pp |
| Employer contribution / active EE | $938 | $3,217-70.8% | $2,737-65.7% | $4,761-80.3% |
| Participant deferral / active EE | $2,770 | $4,554-39.2% | $3,709-25.3% | $5,982-53.7% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |