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 | $50,706 | $72,277-29.8% | $101,248-49.9% | $79,858-36.5% |
| Participation rate | 18.5% | 68.5%-49.9pp | 75.8%-57.3pp | 69.6%-51.1pp |
| Annual return | 13.77% | 22.30%-8.5pp | 46.47%-32.7pp | 31.71%-17.9pp |
| Employer contribution / active EE | $982 | $2,692-63.5% | $3,660-73.2% | $2,471-60.2% |
| Participant deferral / active EE | $2,470 | $3,282-24.7% | $4,370-43.5% | $3,740-34.0% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |