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 | $28,846 | $92,222-68.7% | $76,768-62.4% | $135,375-78.7% |
| Participation rate | 20.0% | 79.8%-59.8pp | 77.0%-57.0pp | 82.6%-62.6pp |
| Annual return | 13.36% | 5.46%+7.9pp | 2.43%+10.9pp | 519.73%-506.4pp |
| Employer contribution / active EE | $4,005 | $3,216+24.6% | $2,485+61.2% | $4,779-16.2% |
| Participant deferral / active EE | $6,605 | $4,509+46.5% | $3,852+71.5% | $5,609+17.8% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |