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 | $86,274 | $232,540-62.9% | $185,117-53.4% | $147,584-41.5% |
| Participation rate | 33.3% | 82.4%-49.0pp | 77.3%-43.9pp | 82.8%-49.5pp |
| Annual return | 11.44% | 43.03%-31.6pp | 40.50%-29.1pp | 578.55%-567.1pp |
| Employer contribution / active EE | $2,617 | $5,195-49.6% | $4,182-37.4% | $4,876-46.3% |
| Participant deferral / active EE | $3,237 | $5,834-44.5% | $5,045-35.8% | $5,439-40.5% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |