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 | $26,275 | $65,685-60.0% | $57,179-54.0% | $273,961-90.4% |
| Participation rate | 25.0% | 78.3%-53.3pp | 75.3%-50.3pp | 83.0%-58.0pp |
| Annual return | 9.79% | 21.99%-12.2pp | 14.59%-4.8pp | 41.45%-31.7pp |
| Employer contribution / active EE | $477 | $3,279-85.5% | $2,682-82.2% | $4,869-90.2% |
| Participant deferral / active EE | $3,431 | $3,782-9.3% | $3,096+10.8% | $5,287-35.1% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |