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 | $36,704 | $47,848-23.3% | $81,478-55.0% | $70,131-47.7% |
| Participation rate | 22.2% | 58.3%-36.1pp | 68.0%-45.7pp | 69.5%-47.3pp |
| Annual return | 25.28% | 27.25%-2.0pp | 38.78%-13.5pp | 73.14%-47.9pp |
| Employer contribution / active EE | $654 | $1,527-57.2% | $2,568-74.5% | $2,342-72.1% |
| Participant deferral / active EE | $1,713 | $2,453-30.2% | $3,537-51.6% | $3,332-48.6% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |