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 9-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 | $56,187 | $90,503-37.9% | $78,689-28.6% | $273,961-79.5% |
| Participation rate | 16.7% | 76.5%-59.9pp | 73.6%-56.9pp | 83.0%-66.3pp |
| Annual return | 8.23% | 75.60%-67.4pp | 62.18%-53.9pp | 41.45%-33.2pp |
| Employer contribution / active EE | $949 | $3,176-70.1% | $2,851-66.7% | $4,869-80.5% |
| Participant deferral / active EE | $1,186 | $3,901-69.6% | $3,517-66.3% | $5,287-77.6% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |