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 | $43,094 | $64,307-33.0% | $57,343-24.8% | $125,391-65.6% |
| Participation rate | 42.9% | 78.6%-35.8pp | 75.1%-32.2pp | 83.2%-40.3pp |
| Annual return | 1.82% | 25.12%-23.3pp | 24.39%-22.6pp | 282.22%-280.4pp |
| Employer contribution / active EE | $974 | $3,193-69.5% | $2,689-63.8% | $4,866-80.0% |
| Participant deferral / active EE | $1,037 | $3,848-73.1% | $3,162-67.2% | $5,352-80.6% |
| Admin fee / account holder | $0 | $5,242-100.0% | $3,356-100.0% | $9,540-100.0% |