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 | $45,233 | $153,311-70.5% | $109,313-58.6% | $273,961-83.5% |
| Participation rate | 45.5% | 80.1%-34.6pp | 71.3%-25.8pp | 83.0%-37.6pp |
| Annual return | 9.83% | 29.86%-20.0pp | 22.07%-12.2pp | 41.45%-31.6pp |
| Employer contribution / active EE | $939 | $5,619-83.3% | $3,892-75.9% | $4,869-80.7% |
| Participant deferral / active EE | $3,473 | $3,932-11.7% | $3,166+9.7% | $5,287-34.3% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |