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 | $21,356 | $105,630-79.8% | $87,507-75.6% | $273,961-92.2% |
| Participation rate | 50.0% | 78.2%-28.2pp | 73.8%-23.8pp | 83.0%-33.0pp |
| Annual return | 14.72% | 12.25%+2.5pp | 12.21%+2.5pp | 41.45%-26.7pp |
| Employer contribution / active EE | $1,589 | $3,141-49.4% | $2,550-37.7% | $4,869-67.4% |
| Participant deferral / active EE | $4,292 | $3,601+19.2% | $3,149+36.3% | $5,287-18.8% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |