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 | $31,852 | $47,848-33.4% | $81,478-60.9% | $70,131-54.6% |
| Participation rate | 46.8% | 58.3%-11.5pp | 68.0%-21.2pp | 69.5%-22.7pp |
| Annual return | 14.09% | 27.25%-13.2pp | 38.78%-24.7pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,042 | $1,527-31.8% | $2,568-59.4% | $2,342-55.5% |
| Participant deferral / active EE | $1,732 | $2,453-29.4% | $3,537-51.0% | $3,332-48.0% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |