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 | $32,207 | $107,015-69.9% | $73,545-56.2% | $147,584-78.2% |
| Participation rate | 30.0% | 66.4%-36.4pp | 54.9%-24.9pp | 82.8%-52.8pp |
| Annual return | 16.65% | 38.25%-21.6pp | -15.16%+31.8pp | 578.55%-561.9pp |
| Employer contribution / active EE | $782 | $1,760-55.6% | $1,219-35.8% | $4,876-84.0% |
| Participant deferral / active EE | $994 | $2,462-59.6% | $1,806-45.0% | $5,439-81.7% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |