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 | $40,400 | $90,503-55.4% | $78,689-48.7% | $273,961-85.3% |
| Participation rate | 40.0% | 76.5%-36.5pp | 73.6%-33.6pp | 83.0%-43.0pp |
| Annual return | 5.70% | 75.60%-69.9pp | 62.18%-56.5pp | 41.45%-35.7pp |
| Employer contribution / active EE | $721 | $3,176-77.3% | $2,851-74.7% | $4,869-85.2% |
| Participant deferral / active EE | $1,622 | $3,901-58.4% | $3,517-53.9% | $5,287-69.3% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |