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 | $30,010 | $76,367-60.7% | $93,606-67.9% | $72,985-58.9% |
| Participation rate | 40.0% | 71.7%-31.7pp | 75.8%-35.8pp | 69.5%-29.5pp |
| Annual return | 24.09% | 25.82%-1.7pp | 32.76%-8.7pp | 81.00%-56.9pp |
| Employer contribution / active EE | $589 | $2,275-74.1% | $2,718-78.3% | $2,440-75.9% |
| Participant deferral / active EE | $1,689 | $3,538-52.3% | $4,069-58.5% | $3,607-53.2% |
| Admin fee / account holder | $0 | $6,838-100.0% | $7,888-100.0% | $5,124-100.0% |