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 | $68,924 | $103,949-33.7% | $69,182-0.4% | $273,961-74.8% |
| Participation rate | 60.0% | 67.4%-7.4pp | 55.1%+4.9pp | 83.0%-23.0pp |
| Annual return | 11.79% | 35.28%-23.5pp | -21.93%+33.7pp | 41.45%-29.7pp |
| Employer contribution / active EE | $2,555 | $1,783+43.3% | $1,206+111.8% | $4,869-47.5% |
| Participant deferral / active EE | $6,460 | $2,716+137.8% | $1,897+240.5% | $5,287+22.2% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |