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 | $26,884 | $135,952-80.2% | $123,892-78.3% | $273,961-90.2% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 28.71% | 56.63%-27.9pp | 47.52%-18.8pp | 41.45%-12.7pp |
| Employer contribution / active EE | $2,645 | $5,170-48.8% | $4,617-42.7% | $4,869-45.7% |
| Participant deferral / active EE | $7,272 | $6,343+14.7% | $5,984+21.5% | $5,287+37.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |