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 | $30,883 | $52,580-41.3% | $71,671-56.9% | $70,131-56.0% |
| Participation rate | 34.6% | 60.9%-26.3pp | 68.7%-34.1pp | 69.5%-34.9pp |
| Annual return | 23.03% | 20.25%+2.8pp | 20.65%+2.4pp | 73.14%-50.1pp |
| Employer contribution / active EE | $792 | $1,616-51.0% | $2,460-67.8% | $2,342-66.2% |
| Participant deferral / active EE | $2,068 | $2,386-13.3% | $3,438-39.8% | $3,332-37.9% |
| Admin fee / account holder | $0 | $3,653-100.0% | $5,558-100.0% | $4,645-100.0% |