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 | $39,162 | $92,222-57.5% | $76,768-49.0% | $135,375-71.1% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | 5.99% | 5.46%+0.5pp | 2.43%+3.6pp | 519.73%-513.7pp |
| Employer contribution / active EE | $1,298 | $3,216-59.6% | $2,485-47.8% | $4,779-72.8% |
| Participant deferral / active EE | $1,754 | $4,509-61.1% | $3,852-54.5% | $5,609-68.7% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |