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 | $71,808 | $101,069-29.0% | $81,478-11.9% | $147,584-51.3% |
| Participation rate | 50.0% | 74.5%-24.5pp | 68.0%-18.0pp | 82.8%-32.8pp |
| Annual return | 8.99% | 32.40%-23.4pp | 38.78%-29.8pp | 578.55%-569.6pp |
| Employer contribution / active EE | $153 | $3,205-95.2% | $2,568-94.1% | $4,876-96.9% |
| Participant deferral / active EE | $3,363 | $4,242-20.7% | $3,537-4.9% | $5,439-38.2% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |