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 | $80,717-35.8% | $154,803-66.5% | $84,808-38.9% |
| Participation rate | 35.1% | 66.8%-31.7pp | 78.1%-42.9pp | 68.3%-33.2pp |
| Annual return | 21.72% | 37.96%-16.2pp | 58.88%-37.2pp | 40.90%-19.2pp |
| Employer contribution / active EE | $724 | $2,761-73.8% | $4,305-83.2% | $2,631-72.5% |
| Participant deferral / active EE | $2,412 | $3,303-27.0% | $5,540-56.5% | $4,212-42.7% |
| Admin fee / account holder | $0 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |