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 | $66,088 | $232,540-71.6% | $185,117-64.3% | $147,584-55.2% |
| Participation rate | 37.5% | 82.4%-44.9pp | 77.3%-39.8pp | 82.8%-45.3pp |
| Annual return | 9.38% | 43.03%-33.7pp | 40.50%-31.1pp | 578.55%-569.2pp |
| Employer contribution / active EE | $689 | $5,195-86.7% | $4,182-83.5% | $4,876-85.9% |
| Participant deferral / active EE | $1,540 | $5,834-73.6% | $5,045-69.5% | $5,439-71.7% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |