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 | $33,363 | $106,890-68.8% | $84,015-60.3% | $152,861-78.2% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | 25.26% | 104.99%-79.7pp | 71.31%-46.0pp | 345.32%-320.1pp |
| Employer contribution / active EE | $999 | $2,734-63.5% | $1,983-49.7% | $4,762-79.0% |
| Participant deferral / active EE | $3,458 | $4,011-13.8% | $3,239+6.8% | $5,850-40.9% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |