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 6-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 | $70,960 | $112,729-37.1% | $98,716-28.1% | $137,256-48.3% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.3%-6.8pp | 80.0%-17.5pp |
| Annual return | 18.32% | 38.48%-20.2pp | 31.81%-13.5pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,345 | $2,725-14.0% | $2,279+2.9% | $4,156-43.6% |
| Participant deferral / active EE | $3,000 | $4,640-35.3% | $4,048-25.9% | $6,407-53.2% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |