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 | $60,312 | $99,032-39.1% | $80,019-24.6% | $135,375-55.4% |
| Participation rate | 22.2% | 78.4%-56.1pp | 75.8%-53.6pp | 82.6%-60.4pp |
| Annual return | 10.39% | 15.39%-5.0pp | 11.22%-0.8pp | 519.73%-509.3pp |
| Employer contribution / active EE | $1,395 | $3,043-54.2% | $2,468-43.5% | $4,779-70.8% |
| Participant deferral / active EE | $5,512 | $4,282+28.7% | $3,686+49.5% | $5,609-1.7% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |