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 | $62,712 | $81,460-23.0% | $103,333-39.3% | $80,856-22.4% |
| Participation rate | 54.3% | 66.8%-12.6pp | 74.5%-20.2pp | 67.6%-13.4pp |
| Annual return | 17.98% | 25.55%-7.6pp | 24.88%-6.9pp | 35.59%-17.6pp |
| Employer contribution / active EE | $1,985 | $3,105-36.1% | $3,868-48.7% | $2,755-27.9% |
| Participant deferral / active EE | $3,337 | $3,869-13.7% | $5,057-34.0% | $4,296-22.3% |
| Admin fee / account holder | $0 | $6,566-100.0% | $8,355-100.0% | $6,918-100.0% |