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 | $34,814 | $85,022-59.1% | $70,515-50.6% | $139,434-75.0% |
| Participation rate | 58.3% | 73.9%-15.6pp | 68.3%-10.0pp | 80.3%-22.0pp |
| Annual return | 18.28% | 30.38%-12.1pp | 32.77%-14.5pp | 372.94%-354.7pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $8,274 | $5,890+40.5% | $4,567+81.2% | $6,710+23.3% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |