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 | $33,388 | $56,277-40.7% | $80,975-58.8% | $62,891-46.9% |
| Participation rate | 55.6% | 69.0%-13.4pp | 75.8%-20.3pp | 69.3%-13.8pp |
| Annual return | 12.15% | 22.12%-10.0pp | 17.10%-4.9pp | 20.14%-8.0pp |
| Employer contribution / active EE | $1,036 | $1,943-46.7% | $3,714-72.1% | $2,281-54.6% |
| Participant deferral / active EE | $3,073 | $4,195-26.8% | $5,696-46.1% | $3,203-4.1% |
| Admin fee / account holder | $0 | $3,741-100.0% | $5,516-100.0% | $4,296-100.0% |