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 | $81,491 | $232,540-65.0% | $185,117-56.0% | $147,584-44.8% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 55.11% | 43.03%+12.1pp | 40.50%+14.6pp | 578.55%-523.4pp |
| Employer contribution / active EE | $2,842 | $5,195-45.3% | $4,182-32.0% | $4,876-41.7% |
| Participant deferral / active EE | $4,813 | $5,834-17.5% | $5,045-4.6% | $5,439-11.5% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |