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 | $40,528 | $48,364-16.2% | $71,796-43.6% | $62,891-35.6% |
| Participation rate | 54.4% | 60.6%-6.2pp | 69.1%-14.7pp | 69.3%-14.9pp |
| Annual return | 12.79% | 13.16%-0.4pp | 78.04%-65.3pp | 20.14%-7.4pp |
| Employer contribution / active EE | $622 | $1,042-40.3% | $1,924-67.7% | $2,281-72.7% |
| Participant deferral / active EE | $1,366 | $2,091-34.7% | $2,794-51.1% | $3,203-57.4% |
| Admin fee / account holder | $0 | $3,771-100.0% | $4,815-100.0% | $4,296-100.0% |