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 | $28,982 | $74,888-61.3% | $71,209-59.3% | $142,382-79.6% |
| Participation rate | 58.3% | 76.2%-17.9pp | 73.8%-15.4pp | 80.1%-21.8pp |
| Annual return | 16.29% | 345.14%-328.9pp | 282.51%-266.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,462 | $2,854-13.7% | $2,721-9.5% | $4,299-42.7% |
| Participant deferral / active EE | $1,137 | $4,454-74.5% | $4,175-72.8% | $6,507-82.5% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |