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 | $61,865 | $90,503-31.6% | $78,689-21.4% | $273,961-77.4% |
| Participation rate | 42.9% | 76.5%-33.7pp | 73.6%-30.7pp | 83.0%-40.2pp |
| Annual return | 35.69% | 75.60%-39.9pp | 62.18%-26.5pp | 41.45%-5.8pp |
| Employer contribution / active EE | $469 | $3,176-85.2% | $2,851-83.5% | $4,869-90.4% |
| Participant deferral / active EE | $557 | $3,901-85.7% | $3,517-84.2% | $5,287-89.5% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |