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 | $39,965 | $48,046-16.8% | $84,611-52.8% | $72,985-45.2% |
| Participation rate | 51.8% | 57.6%-5.8pp | 68.2%-16.4pp | 69.5%-17.7pp |
| Annual return | 21.29% | 37.38%-16.1pp | 258.74%-237.5pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,223 | $1,602-23.6% | $2,652-53.9% | $2,440-49.9% |
| Participant deferral / active EE | $2,132 | $2,680-20.5% | $3,899-45.3% | $3,607-40.9% |
| Admin fee / account holder | $0 | $3,395-100.0% | $4,912-100.0% | $5,124-100.0% |