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 | $41,538 | $140,940-70.5% | $112,229-63.0% | $139,434-70.2% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 12.62% | 32.71%-20.1pp | 30.20%-17.6pp | 372.94%-360.3pp |
| Employer contribution / active EE | $1,604 | $4,283-62.6% | $3,430-53.2% | $4,751-66.2% |
| Participant deferral / active EE | $1,604 | $5,874-72.7% | $4,798-66.6% | $6,710-76.1% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |