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 | $24,223 | $58,851-58.8% | $115,157-79.0% | $72,985-66.8% |
| Participation rate | 59.1% | 65.5%-6.5pp | 75.9%-16.8pp | 69.5%-10.4pp |
| Annual return | 24.22% | 23.16%+1.1pp | 35.60%-11.4pp | 81.00%-56.8pp |
| Employer contribution / active EE | $945 | $1,798-47.4% | $3,179-70.3% | $2,440-61.3% |
| Participant deferral / active EE | $2,422 | $2,643-8.3% | $4,168-41.9% | $3,607-32.9% |
| Admin fee / account holder | $0 | $6,370-100.0% | $7,088-100.0% | $5,124-100.0% |