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 | $32,738 | $65,365-49.9% | $92,893-64.8% | $72,985-55.1% |
| Participation rate | 41.9% | 68.3%-26.4pp | 76.0%-34.1pp | 69.5%-27.6pp |
| Annual return | 24.69% | 42.10%-17.4pp | 109.41%-84.7pp | 81.00%-56.3pp |
| Employer contribution / active EE | $1,090 | $2,594-58.0% | $3,653-70.2% | $2,440-55.3% |
| Participant deferral / active EE | $1,981 | $3,128-36.7% | $4,236-53.2% | $3,607-45.1% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,794-100.0% | $5,124-100.0% |