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 3-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 | $74,315 | $97,125-23.5% | $86,233-13.8% | $137,256-45.9% |
| Participation rate | 30.0% | 74.2%-44.2pp | 69.0%-39.0pp | 80.0%-50.0pp |
| Annual return | 30.70% | 74.19%-43.5pp | 61.39%-30.7pp | 220.34%-189.6pp |
| Employer contribution / active EE | $708 | $2,841-75.1% | $2,504-71.7% | $4,156-83.0% |
| Participant deferral / active EE | $5,770 | $5,180+11.4% | $4,559+26.6% | $6,407-9.9% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |