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 | $38,103 | $53,127-28.3% | $86,590-56.0% | $70,131-45.7% |
| Participation rate | 40.0% | 65.3%-25.3pp | 73.5%-33.5pp | 69.5%-29.5pp |
| Annual return | 17.34% | 27.66%-10.3pp | 964.84%-947.5pp | 73.14%-55.8pp |
| Employer contribution / active EE | $994 | $2,068-51.9% | $2,839-65.0% | $2,342-57.6% |
| Participant deferral / active EE | $2,078 | $2,696-22.9% | $3,609-42.4% | $3,332-37.6% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |