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 | $56,931 | $99,341-42.7% | $84,750-32.8% | $273,961-79.2% |
| Participation rate | 57.9% | 80.7%-22.8pp | 76.6%-18.7pp | 83.0%-25.1pp |
| Annual return | 6.08% | 22.93%-16.9pp | 22.78%-16.7pp | 41.45%-35.4pp |
| Employer contribution / active EE | $858 | $4,214-79.6% | $3,574-76.0% | $4,869-82.4% |
| Participant deferral / active EE | $2,854 | $4,269-33.2% | $3,712-23.1% | $5,287-46.0% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |