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 | $87,774 | $185,822-52.8% | $169,993-48.4% | $139,434-37.0% |
| Participation rate | 58.3% | 87.8%-29.4pp | 87.0%-28.7pp | 80.3%-22.0pp |
| Annual return | 17.22% | 60.50%-43.3pp | 53.37%-36.2pp | 372.94%-355.7pp |
| Employer contribution / active EE | $3,231 | $7,590-57.4% | $6,785-52.4% | $4,751-32.0% |
| Participant deferral / active EE | $5,019 | $11,622-56.8% | $10,408-51.8% | $6,710-25.2% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |