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 | $55,370 | $99,652-44.4% | $78,778-29.7% | $147,584-62.5% |
| Participation rate | 28.6% | 76.2%-47.7pp | 69.2%-40.6pp | 82.8%-54.3pp |
| Annual return | 17.11% | 47.28%-30.2pp | 35.62%-18.5pp | 578.55%-561.4pp |
| Employer contribution / active EE | $1,304 | $2,796-53.4% | $1,986-34.3% | $4,876-73.3% |
| Participant deferral / active EE | $3,007 | $3,664-17.9% | $2,958+1.6% | $5,439-44.7% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |