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 | $70,620 | $101,069-30.1% | $81,478-13.3% | $147,584-52.1% |
| Participation rate | 20.0% | 74.5%-54.5pp | 68.0%-48.0pp | 82.8%-62.8pp |
| Annual return | 20.63% | 32.40%-11.8pp | 38.78%-18.1pp | 578.55%-557.9pp |
| Employer contribution / active EE | $536 | $3,205-83.3% | $2,568-79.1% | $4,876-89.0% |
| Participant deferral / active EE | $1,340 | $4,242-68.4% | $3,537-62.1% | $5,439-75.4% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |