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 | $29,639 | $46,869-36.8% | $122,332-75.8% | $70,131-57.7% |
| Participation rate | 36.5% | 58.2%-21.7pp | 71.6%-35.1pp | 69.5%-33.0pp |
| Annual return | 17.17% | 24.22%-7.0pp | 30.27%-13.1pp | 73.14%-56.0pp |
| Employer contribution / active EE | $590 | $1,288-54.2% | $4,050-85.4% | $2,342-74.8% |
| Participant deferral / active EE | $1,702 | $2,166-21.4% | $3,287-48.2% | $3,332-48.9% |
| Admin fee / account holder | $5 | $3,322-99.9% | $5,478-99.9% | $4,645-99.9% |