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 | $55,948 | $64,324-13.0% | $118,925-53.0% | $79,858-29.9% |
| Participation rate | 57.6% | 64.9%-7.3pp | 75.4%-17.8pp | 69.6%-12.1pp |
| Annual return | 10.70% | 86.45%-75.7pp | 35.88%-25.2pp | 31.71%-21.0pp |
| Employer contribution / active EE | $995 | $1,836-45.8% | $3,263-69.5% | $2,471-59.7% |
| Participant deferral / active EE | $1,716 | $2,824-39.2% | $4,265-59.8% | $3,740-54.1% |
| Admin fee / account holder | $0 | $4,040-100.0% | $6,581-100.0% | $5,306-100.0% |