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 | $30,592 | $56,110-45.5% | $94,993-67.8% | $70,131-56.4% |
| Participation rate | 37.0% | 65.0%-28.0pp | 73.9%-36.8pp | 69.5%-32.5pp |
| Annual return | 27.68% | 51.02%-23.3pp | 27.12%+0.6pp | 73.14%-45.5pp |
| Employer contribution / active EE | $2,284 | $1,442+58.4% | $2,603-12.3% | $2,342-2.5% |
| Participant deferral / active EE | $1,468 | $2,391-38.6% | $3,317-55.7% | $3,332-55.9% |
| Admin fee / account holder | $0 | $3,456-100.0% | $4,960-100.0% | $4,645-100.0% |