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 | $24,902 | $105,998-76.5% | $92,233-73.0% | $147,584-83.1% |
| Participation rate | 33.3% | 80.4%-47.1pp | 76.5%-43.1pp | 82.8%-49.5pp |
| Annual return | 22.47% | 50.05%-27.6pp | 176.28%-153.8pp | 578.55%-556.1pp |
| Employer contribution / active EE | $1,837 | $4,333-57.6% | $3,679-50.1% | $4,876-62.3% |
| Participant deferral / active EE | $3,883 | $4,478-13.3% | $3,897-0.4% | $5,439-28.6% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |