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 | $28,857 | $105,859-72.7% | $90,160-68.0% | $147,584-80.4% |
| Participation rate | 40.0% | 79.7%-39.7pp | 76.9%-36.9pp | 82.8%-42.8pp |
| Annual return | 17.80% | 37.63%-19.8pp | 34.88%-17.1pp | 578.55%-560.8pp |
| Employer contribution / active EE | $4,824 | $4,126+16.9% | $3,318+45.4% | $4,876-1.1% |
| Participant deferral / active EE | $5,536 | $5,733-3.4% | $5,288+4.7% | $5,439+1.8% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |