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 | $33,150 | $45,035-26.4% | $62,995-47.4% | $70,131-52.7% |
| Participation rate | 51.5% | 69.5%-18.0pp | 74.8%-23.3pp | 69.5%-18.0pp |
| Annual return | 11.78% | 18.76%-7.0pp | 87.57%-75.8pp | 73.14%-61.4pp |
| Employer contribution / active EE | $1,431 | $2,051-30.2% | $2,759-48.1% | $2,342-38.9% |
| Participant deferral / active EE | $2,580 | $2,465+4.7% | $3,329-22.5% | $3,332-22.6% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |