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 | $35,115 | $60,349-41.8% | $74,183-52.7% | $62,891-44.2% |
| Participation rate | 46.2% | 72.7%-26.6pp | 76.6%-30.5pp | 69.3%-23.2pp |
| Annual return | 6.92% | 21.37%-14.5pp | 17.74%-10.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,055 | $1,680-37.2% | $2,370-55.5% | $2,281-53.7% |
| Participant deferral / active EE | $3,836 | $2,856+34.3% | $3,550+8.1% | $3,203+19.8% |
| Admin fee / account holder | $0 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |