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 | $34,665 | $103,376-66.5% | $87,100-60.2% | $152,861-77.3% |
| Participation rate | 63.2% | 79.3%-16.2pp | 76.9%-13.7pp | 82.4%-19.3pp |
| Annual return | 33.43% | 28.10%+5.3pp | 28.19%+5.2pp | 345.32%-311.9pp |
| Employer contribution / active EE | $2,371 | $3,220-26.4% | $2,521-6.0% | $4,762-50.2% |
| Participant deferral / active EE | $7,020 | $4,778+46.9% | $4,049+73.4% | $5,850+20.0% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |