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 | $43,023 | $99,341-56.7% | $84,750-49.2% | $273,961-84.3% |
| Participation rate | 45.0% | 80.7%-35.7pp | 76.6%-31.6pp | 83.0%-38.0pp |
| Annual return | 8.12% | 22.93%-14.8pp | 22.78%-14.7pp | 41.45%-33.3pp |
| Employer contribution / active EE | $1,213 | $4,214-71.2% | $3,574-66.1% | $4,869-75.1% |
| Participant deferral / active EE | $2,795 | $4,269-34.5% | $3,712-24.7% | $5,287-47.1% |
| Admin fee / account holder | $3 | $6,644-99.9% | $5,332-99.9% | $10,132-100.0% |