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 | $35,310 | $76,552-53.9% | $123,892-71.5% | $62,891-43.9% |
| Participation rate | 55.2% | 73.0%-17.8pp | 81.4%-26.2pp | 69.3%-14.1pp |
| Annual return | 9.43% | 18.68%-9.2pp | 47.52%-38.1pp | 20.14%-10.7pp |
| Employer contribution / active EE | $1,671 | $2,883-42.0% | $4,617-63.8% | $2,281-26.7% |
| Participant deferral / active EE | $3,489 | $4,840-27.9% | $5,984-41.7% | $3,203+8.9% |
| Admin fee / account holder | $2 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |