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 | $56,444 | $105,630-46.6% | $87,507-35.5% | $273,961-79.4% |
| Participation rate | 42.9% | 78.2%-35.3pp | 73.8%-31.0pp | 83.0%-40.2pp |
| Annual return | 18.52% | 12.25%+6.3pp | 12.21%+6.3pp | 41.45%-22.9pp |
| Employer contribution / active EE | $967 | $3,141-69.2% | $2,550-62.1% | $4,869-80.1% |
| Participant deferral / active EE | $7,543 | $3,601+109.5% | $3,149+139.6% | $5,287+42.7% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |