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 | $56,986 | $81,460-30.0% | $103,333-44.9% | $80,856-29.5% |
| Participation rate | 38.5% | 66.8%-28.4pp | 74.5%-36.0pp | 67.6%-29.2pp |
| Annual return | 12.54% | 25.55%-13.0pp | 24.88%-12.3pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,437 | $3,105-53.7% | $3,868-62.9% | $2,755-47.9% |
| Participant deferral / active EE | $2,058 | $3,869-46.8% | $5,057-59.3% | $4,296-52.1% |
| Admin fee / account holder | $0 | $6,566-100.0% | $8,355-100.0% | $6,918-100.0% |