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 | $48,083 | $65,685-26.8% | $57,179-15.9% | $273,961-82.4% |
| Participation rate | 57.1% | 78.3%-21.2pp | 75.3%-18.2pp | 83.0%-25.9pp |
| Annual return | 13.67% | 21.99%-8.3pp | 14.59%-0.9pp | 41.45%-27.8pp |
| Employer contribution / active EE | $400 | $3,279-87.8% | $2,682-85.1% | $4,869-91.8% |
| Participant deferral / active EE | $5,957 | $3,782+57.5% | $3,096+92.4% | $5,287+12.7% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |