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 | $17,721 | $117,381-84.9% | $99,443-82.2% | $152,861-88.4% |
| Participation rate | 60.0% | 77.5%-17.5pp | 73.8%-13.8pp | 82.4%-22.4pp |
| Annual return | 37.20% | 31.87%+5.3pp | 30.72%+6.5pp | 345.32%-308.1pp |
| Employer contribution / active EE | $1,221 | $3,013-59.5% | $2,540-51.9% | $4,762-74.4% |
| Participant deferral / active EE | $1,349 | $4,086-67.0% | $3,619-62.7% | $5,850-76.9% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |