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 | $32,514 | $64,307-49.4% | $57,343-43.3% | $125,391-74.1% |
| Participation rate | 66.7% | 78.6%-12.0pp | 75.1%-8.4pp | 83.2%-16.5pp |
| Annual return | 25.08% | 25.12%0pp | 24.39%+0.7pp | 282.22%-257.1pp |
| Employer contribution / active EE | $778 | $3,193-75.6% | $2,689-71.1% | $4,866-84.0% |
| Participant deferral / active EE | $6,725 | $3,848+74.8% | $3,162+112.7% | $5,352+25.7% |
| Admin fee / account holder | $0 | $5,242-100.0% | $3,356-100.0% | $9,540-100.0% |