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 | $46,045 | $72,277-36.3% | $101,248-54.5% | $79,858-42.3% |
| Participation rate | 48.0% | 68.5%-20.5pp | 75.8%-27.8pp | 69.6%-21.6pp |
| Annual return | 128.20% | 22.30%+105.9pp | 46.47%+81.7pp | 31.71%+96.5pp |
| Employer contribution / active EE | $806 | $2,692-70.1% | $3,660-78.0% | $2,471-67.4% |
| Participant deferral / active EE | $2,491 | $3,282-24.1% | $4,370-43.0% | $3,740-33.4% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |