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 | $92,600 | $93,346-0.8% | $71,796+29.0% | $273,961-66.2% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | 9.00% | 130.39%-121.4pp | 78.04%-69.0pp | 41.45%-32.5pp |
| Employer contribution / active EE | $780 | $2,733-71.5% | $1,924-59.5% | $4,869-84.0% |
| Participant deferral / active EE | $975 | $3,475-71.9% | $2,794-65.1% | $5,287-81.6% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |