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 | $69,743 | $111,535-37.5% | $105,223-33.7% | $137,256-49.2% |
| Participation rate | 38.9% | 78.1%-39.2pp | 75.0%-36.2pp | 80.0%-41.1pp |
| Annual return | 17.43% | 237.85%-220.4pp | 180.65%-163.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,591 | $3,939-59.6% | $3,689-56.9% | $4,156-61.7% |
| Participant deferral / active EE | $3,744 | $5,500-31.9% | $5,072-26.2% | $6,407-41.6% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |