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 | $28,443 | $57,065-50.2% | $75,670-62.4% | $70,131-59.4% |
| Participation rate | 32.0% | 68.1%-36.1pp | 72.3%-40.3pp | 69.5%-37.5pp |
| Annual return | 20.61% | 23.57%-3.0pp | 27.34%-6.7pp | 73.14%-52.5pp |
| Employer contribution / active EE | $605 | $1,817-66.7% | $2,352-74.3% | $2,342-74.2% |
| Participant deferral / active EE | $1,661 | $2,580-35.6% | $3,142-47.1% | $3,332-50.1% |
| Admin fee / account holder | $0 | $3,825-100.0% | $5,800-100.0% | $4,645-100.0% |