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 | $23,870 | $93,071-74.4% | $74,583-68.0% | $273,961-91.3% |
| Participation rate | 44.4% | 74.9%-30.5pp | 68.1%-23.7pp | 83.0%-38.6pp |
| Annual return | 7.60% | 26.18%-18.6pp | 20.47%-12.9pp | 41.45%-33.8pp |
| Employer contribution / active EE | $390 | $3,160-87.6% | $2,525-84.5% | $4,869-92.0% |
| Participant deferral / active EE | $466 | $4,160-88.8% | $3,458-86.5% | $5,287-91.2% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |