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 | $27,604 | $105,630-73.9% | $87,507-68.5% | $273,961-89.9% |
| Participation rate | 50.0% | 78.2%-28.2pp | 73.8%-23.8pp | 83.0%-33.0pp |
| Annual return | 16.08% | 12.25%+3.8pp | 12.21%+3.9pp | 41.45%-25.4pp |
| Employer contribution / active EE | $1,443 | $3,141-54.0% | $2,550-43.4% | $4,869-70.4% |
| Participant deferral / active EE | $5,714 | $3,601+58.7% | $3,149+81.5% | $5,287+8.1% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |