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 | $20,623 | $101,069-79.6% | $81,478-74.7% | $147,584-86.0% |
| Participation rate | 55.6% | 74.5%-18.9pp | 68.0%-12.4pp | 82.8%-27.3pp |
| Annual return | 34.79% | 32.40%+2.4pp | 38.78%-4.0pp | 578.55%-543.8pp |
| Employer contribution / active EE | $2,211 | $3,205-31.0% | $2,568-13.9% | $4,876-54.7% |
| Participant deferral / active EE | $4,301 | $4,242+1.4% | $3,537+21.6% | $5,439-20.9% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |