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 | $34,299 | $46,553-26.3% | $64,056-46.5% | $75,163-54.4% |
| Participation rate | 58.6% | 65.9%-7.3pp | 72.3%-13.7pp | 67.2%-8.6pp |
| Annual return | 12.14% | 26.03%-13.9pp | 33.69%-21.5pp | 160.62%-148.5pp |
| Employer contribution / active EE | $502 | $1,974-74.6% | $2,747-81.7% | $2,670-81.2% |
| Participant deferral / active EE | $3,518 | $2,837+24.0% | $3,880-9.3% | $4,125-14.7% |
| Admin fee / account holder | $0 | $2,952-100.0% | $3,068-100.0% | $5,651-100.0% |