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 | $54,296 | $46,553+16.6% | $64,056-15.2% | $75,163-27.8% |
| Participation rate | 52.0% | 65.9%-13.9pp | 72.3%-20.3pp | 67.2%-15.2pp |
| Annual return | 16.79% | 26.03%-9.2pp | 33.69%-16.9pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,436 | $1,974-27.2% | $2,747-47.7% | $2,670-46.2% |
| Participant deferral / active EE | $3,311 | $2,837+16.7% | $3,880-14.7% | $4,125-19.7% |
| Admin fee / account holder | $0 | $2,952-100.0% | $3,068-100.0% | $5,651-100.0% |