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 | $30,509 | $90,503-66.3% | $78,689-61.2% | $273,961-88.9% |
| Participation rate | 58.3% | 76.5%-18.2pp | 73.6%-15.2pp | 83.0%-24.7pp |
| Annual return | 9.09% | 75.60%-66.5pp | 62.18%-53.1pp | 41.45%-32.4pp |
| Employer contribution / active EE | $1,644 | $3,176-48.2% | $2,851-42.3% | $4,869-66.2% |
| Participant deferral / active EE | $9,356 | $3,901+139.8% | $3,517+166.0% | $5,287+77.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |