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 | $22,797 | $57,065-60.1% | $75,670-69.9% | $70,131-67.5% |
| Participation rate | 42.4% | 68.1%-25.7pp | 72.3%-29.9pp | 69.5%-27.1pp |
| Annual return | 25.08% | 23.57%+1.5pp | 27.34%-2.3pp | 73.14%-48.1pp |
| Employer contribution / active EE | $796 | $1,817-56.2% | $2,352-66.1% | $2,342-66.0% |
| Participant deferral / active EE | $2,146 | $2,580-16.8% | $3,142-31.7% | $3,332-35.6% |
| Admin fee / account holder | $0 | $3,825-100.0% | $5,800-100.0% | $4,645-100.0% |