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 | $37,596 | $99,341-62.2% | $84,750-55.6% | $273,961-86.3% |
| Participation rate | 11.8% | 80.7%-68.9pp | 76.6%-64.8pp | 83.0%-71.3pp |
| Annual return | 6.63% | 22.93%-16.3pp | 22.78%-16.2pp | 41.45%-34.8pp |
| Employer contribution / active EE | $2,260 | $4,214-46.4% | $3,574-36.8% | $4,869-53.6% |
| Participant deferral / active EE | $5,848 | $4,269+37.0% | $3,712+57.6% | $5,287+10.6% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |