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 | $35,510 | $90,503-60.8% | $78,689-54.9% | $273,961-87.0% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 88.90% | 75.60%+13.3pp | 62.18%+26.7pp | 41.45%+47.5pp |
| Employer contribution / active EE | $1,392 | $3,176-56.2% | $2,851-51.2% | $4,869-71.4% |
| Participant deferral / active EE | $1,649 | $3,901-57.7% | $3,517-53.1% | $5,287-68.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |