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 | $71,564 | $112,881-36.6% | $90,951-21.3% | $158,922-55.0% |
| Participation rate | 64.3% | 74.7%-10.4pp | 69.0%-4.7pp | 82.0%-17.7pp |
| Annual return | 20.16% | 215.79%-195.6pp | 134.60%-114.4pp | 302.83%-282.7pp |
| Employer contribution / active EE | $862 | $2,893-70.2% | $2,122-59.4% | $4,761-81.9% |
| Participant deferral / active EE | $4,409 | $4,128+6.8% | $3,373+30.7% | $5,982-26.3% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |