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 | $34,422 | $144,119-76.1% | $117,854-70.8% | $147,584-76.7% |
| Participation rate | 69.2% | 83.4%-14.2pp | 79.7%-10.4pp | 82.8%-13.6pp |
| Annual return | 23.91% | 531.15%-507.2pp | 335.08%-311.2pp | 578.55%-554.6pp |
| Employer contribution / active EE | $1,954 | $4,896-60.1% | $3,786-48.4% | $4,876-59.9% |
| Participant deferral / active EE | $4,870 | $5,316-8.4% | $4,482+8.7% | $5,439-10.4% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |