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 7-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 | $66,827 | $149,734-55.4% | $118,925-43.8% | $158,922-57.9% |
| Participation rate | 45.0% | 82.1%-37.1pp | 75.4%-30.4pp | 82.0%-37.0pp |
| Annual return | 13.77% | 19.95%-6.2pp | 35.88%-22.1pp | 302.83%-289.1pp |
| Employer contribution / active EE | $1,418 | $4,115-65.5% | $3,263-56.5% | $4,761-70.2% |
| Participant deferral / active EE | $2,078 | $5,223-60.2% | $4,265-51.3% | $5,982-65.3% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |