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 | $85,785 | $48,364+77.4% | $71,796+19.5% | $62,891+36.4% |
| Participation rate | 47.2% | 60.6%-13.4pp | 69.1%-21.9pp | 69.3%-22.1pp |
| Annual return | 8.29% | 13.16%-4.9pp | 78.04%-69.8pp | 20.14%-11.9pp |
| Employer contribution / active EE | $843 | $1,042-19.1% | $1,924-56.2% | $2,281-63.0% |
| Participant deferral / active EE | $3,248 | $2,091+55.3% | $2,794+16.2% | $3,203+1.4% |
| Admin fee / account holder | $0 | $3,771-100.0% | $4,815-100.0% | $4,296-100.0% |