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 | $51,790 | $76,407-32.2% | $150,298-65.5% | $82,448-37.2% |
| Participation rate | 35.1% | 66.4%-31.3pp | 77.8%-42.6pp | 68.1%-32.9pp |
| Annual return | 21.72% | 39.99%-18.3pp | 62.79%-41.1pp | 41.64%-19.9pp |
| Employer contribution / active EE | $724 | $2,614-72.3% | $4,154-82.6% | $2,551-71.6% |
| Participant deferral / active EE | $2,412 | $3,214-25.0% | $5,453-55.8% | $4,139-41.7% |
| Admin fee / account holder | $0 | $6,352-100.0% | $14,116-100.0% | $7,234-100.0% |