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 | $37,247 | $215,361-82.7% | $171,082-78.2% | $273,961-86.4% |
| Participation rate | 45.5% | 82.0%-36.6pp | 76.7%-31.2pp | 83.0%-37.6pp |
| Annual return | 4.07% | 25.14%-21.1pp | 32.56%-28.5pp | 41.45%-37.4pp |
| Employer contribution / active EE | $1,034 | $4,967-79.2% | $4,002-74.2% | $4,869-78.8% |
| Participant deferral / active EE | $3,165 | $5,543-42.9% | $4,797-34.0% | $5,287-40.1% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |