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 | $48,659 | $165,912-70.7% | $122,332-60.2% | $147,584-67.0% |
| Participation rate | 59.1% | 79.6%-20.5pp | 71.6%-12.5pp | 82.8%-23.7pp |
| Annual return | 13.32% | 34.55%-21.2pp | 30.27%-17.0pp | 578.55%-565.2pp |
| Employer contribution / active EE | $1,350 | $5,754-76.5% | $4,050-66.7% | $4,876-72.3% |
| Participant deferral / active EE | $2,383 | $4,005-40.5% | $3,287-27.5% | $5,439-56.2% |
| Admin fee / account holder | $100 | $7,424-98.7% | $5,478-98.2% | $10,885-99.1% |