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 | $42,042 | $115,770-63.7% | $101,248-58.5% | $158,922-73.5% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 15.12% | 56.14%-41.0pp | 46.47%-31.3pp | 302.83%-287.7pp |
| Employer contribution / active EE | $871 | $4,175-79.1% | $3,660-76.2% | $4,761-81.7% |
| Participant deferral / active EE | $3,169 | $4,957-36.1% | $4,370-27.5% | $5,982-47.0% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |