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 | $47,488 | $90,503-47.5% | $78,689-39.7% | $273,961-82.7% |
| Participation rate | 63.6% | 76.5%-12.9pp | 73.6%-9.9pp | 83.0%-19.4pp |
| Annual return | 5.33% | 75.60%-70.3pp | 62.18%-56.8pp | 41.45%-36.1pp |
| Employer contribution / active EE | $1,139 | $3,176-64.1% | $2,851-60.0% | $4,869-76.6% |
| Participant deferral / active EE | $3,591 | $3,901-7.9% | $3,517+2.1% | $5,287-32.1% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |