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 5-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 | $70,917 | $114,381-38.0% | $107,525-34.0% | $142,382-50.2% |
| Participation rate | 37.5% | 78.1%-40.6pp | 75.1%-37.6pp | 80.1%-42.6pp |
| Annual return | 16.13% | 242.71%-226.6pp | 181.32%-165.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,393 | $4,015-40.4% | $3,754-36.3% | $4,299-44.3% |
| Participant deferral / active EE | $6,338 | $5,564+13.9% | $5,116+23.9% | $6,507-2.6% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |