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 | $33,774 | $101,069-66.6% | $81,478-58.5% | $147,584-77.1% |
| Participation rate | 63.6% | 74.5%-10.8pp | 68.0%-4.3pp | 82.8%-19.2pp |
| Annual return | 21.82% | 32.40%-10.6pp | 38.78%-17.0pp | 578.55%-556.7pp |
| Employer contribution / active EE | $1,645 | $3,205-48.7% | $2,568-35.9% | $4,876-66.3% |
| Participant deferral / active EE | $2,012 | $4,242-52.6% | $3,537-43.1% | $5,439-63.0% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |