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 | $50,410 | $90,503-44.3% | $78,689-35.9% | $273,961-81.6% |
| Participation rate | 22.2% | 76.5%-54.3pp | 73.6%-51.3pp | 83.0%-60.8pp |
| Annual return | 15.50% | 75.60%-60.1pp | 62.18%-46.7pp | 41.45%-26.0pp |
| Employer contribution / active EE | $1,144 | $3,176-64.0% | $2,851-59.9% | $4,869-76.5% |
| Participant deferral / active EE | $2,139 | $3,901-45.2% | $3,517-39.2% | $5,287-59.5% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |