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 | $33,850 | $93,071-63.6% | $74,583-54.6% | $273,961-87.6% |
| Participation rate | 36.8% | 74.9%-38.1pp | 68.1%-31.3pp | 83.0%-46.2pp |
| Annual return | 6.03% | 26.18%-20.1pp | 20.47%-14.4pp | 41.45%-35.4pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,026 | $4,160-75.3% | $3,458-70.3% | $5,287-80.6% |
| Admin fee / account holder | $2 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |