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 | $47,627 | $77,899-38.9% | $149,673-68.2% | $75,163-36.6% |
| Participation rate | 37.0% | 65.6%-28.5pp | 78.8%-41.7pp | 67.2%-30.2pp |
| Annual return | 22.47% | 31.72%-9.2pp | 134.42%-111.9pp | 160.62%-138.1pp |
| Employer contribution / active EE | $811 | $3,137-74.1% | $4,818-83.2% | $2,670-69.6% |
| Participant deferral / active EE | $2,771 | $3,411-18.8% | $5,680-51.2% | $4,125-32.8% |
| Admin fee / account holder | $0 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |