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 | $133,592 | $68,719+94.4% | $91,541+45.9% | $84,808+57.5% |
| Participation rate | 22.2% | 64.5%-42.3pp | 69.8%-47.6pp | 68.3%-46.1pp |
| Annual return | 15.84% | 19.12%-3.3pp | 20.50%-4.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $582 | $1,920-69.7% | $2,505-76.8% | $2,631-77.9% |
| Participant deferral / active EE | $2,919 | $3,136-6.9% | $4,008-27.2% | $4,212-30.7% |
| Admin fee / account holder | $0 | $5,786-100.0% | $6,956-100.0% | $7,344-100.0% |