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 | $57,826 | $84,696-31.7% | $75,696-23.6% | $167,490-65.5% |
| Participation rate | 56.3% | 77.8%-21.6pp | 74.8%-18.6pp | 82.1%-25.9pp |
| Annual return | 20.11% | 199.36%-179.2pp | 104.53%-84.4pp | 478.56%-458.4pp |
| Employer contribution / active EE | $515 | $3,230-84.1% | $2,743-81.2% | $4,837-89.4% |
| Participant deferral / active EE | $2,691 | $4,580-41.2% | $3,821-29.6% | $6,341-57.6% |
| Admin fee / account holder | $0 | $5,355-100.0% | $3,619-100.0% | $12,309-100.0% |