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 | $21,614 | $95,266-77.3% | $82,389-73.8% | $142,382-84.8% |
| Participation rate | 44.4% | 74.5%-30.0pp | 69.5%-25.1pp | 80.1%-35.7pp |
| Annual return | 16.98% | 25.74%-8.8pp | 28.67%-11.7pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,270 | $2,991-57.5% | $2,517-49.5% | $4,299-70.5% |
| Participant deferral / active EE | $1,793 | $4,809-62.7% | $4,155-56.8% | $6,507-72.4% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |