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 | $21,146 | $99,341-78.7% | $84,750-75.0% | $273,961-92.3% |
| Participation rate | 25.0% | 80.7%-55.7pp | 76.6%-51.6pp | 83.0%-58.0pp |
| Annual return | 53.98% | 22.93%+31.0pp | 22.78%+31.2pp | 41.45%+12.5pp |
| Employer contribution / active EE | $768 | $4,214-81.8% | $3,574-78.5% | $4,869-84.2% |
| Participant deferral / active EE | $3,452 | $4,269-19.1% | $3,712-7.0% | $5,287-34.7% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |