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 | $31,388 | $104,251-69.9% | $91,001-65.5% | $147,584-78.7% |
| Participation rate | 54.2% | 78.2%-24.1pp | 75.6%-21.4pp | 82.8%-28.7pp |
| Annual return | 16.16% | 27.06%-10.9pp | 4.60%+11.6pp | 578.55%-562.4pp |
| Employer contribution / active EE | $778 | $3,116-75.0% | $2,456-68.3% | $4,876-84.0% |
| Participant deferral / active EE | $2,753 | $4,195-34.4% | $3,547-22.4% | $5,439-49.4% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |