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 | $134,883 | $96,484+39.8% | $75,886+77.7% | $152,861-11.8% |
| Participation rate | 35.7% | 76.2%-40.5pp | 69.3%-33.6pp | 82.4%-46.7pp |
| Annual return | 26.12% | 33.98%-7.9pp | 30.76%-4.6pp | 345.32%-319.2pp |
| Employer contribution / active EE | $1,110 | $3,309-66.5% | $2,500-55.6% | $4,762-76.7% |
| Participant deferral / active EE | $1,532 | $4,553-66.4% | $3,603-57.5% | $5,850-73.8% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |