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 | $25,335 | $90,503-72.0% | $78,689-67.8% | $273,961-90.8% |
| Participation rate | 27.3% | 76.5%-49.2pp | 73.6%-46.3pp | 83.0%-55.7pp |
| Annual return | 5.37% | 75.60%-70.2pp | 62.18%-56.8pp | 41.45%-36.1pp |
| Employer contribution / active EE | $320 | $3,176-89.9% | $2,851-88.8% | $4,869-93.4% |
| Participant deferral / active EE | $807 | $3,901-79.3% | $3,517-77.0% | $5,287-84.7% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |