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 | $42,169 | $103,949-59.4% | $69,182-39.0% | $273,961-84.6% |
| Participation rate | 60.0% | 67.4%-7.4pp | 55.1%+4.9pp | 83.0%-23.0pp |
| Annual return | 9.06% | 35.28%-26.2pp | -21.93%+31.0pp | 41.45%-32.4pp |
| Employer contribution / active EE | $1,438 | $1,783-19.4% | $1,206+19.2% | $4,869-70.5% |
| Participant deferral / active EE | $3,212 | $2,716+18.2% | $1,897+69.3% | $5,287-39.3% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |