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 | $26,284 | $48,076-45.3% | $78,689-66.6% | $62,891-58.2% |
| Participation rate | 27.5% | 65.2%-37.8pp | 73.6%-46.1pp | 69.3%-41.9pp |
| Annual return | 8.92% | 31.35%-22.4pp | 62.18%-53.3pp | 20.14%-11.2pp |
| Employer contribution / active EE | $709 | $2,015-64.8% | $2,851-75.1% | $2,281-68.9% |
| Participant deferral / active EE | $1,734 | $2,588-33.0% | $3,517-50.7% | $3,203-45.8% |
| Admin fee / account holder | $0 | $3,207-100.0% | $4,510-100.0% | $4,296-100.0% |