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 | $49,849 | $46,869+6.4% | $122,332-59.3% | $70,131-28.9% |
| Participation rate | 44.4% | 58.2%-13.7pp | 71.6%-27.2pp | 69.5%-25.1pp |
| Annual return | 19.12% | 24.22%-5.1pp | 30.27%-11.2pp | 73.14%-54.0pp |
| Employer contribution / active EE | $980 | $1,288-23.9% | $4,050-75.8% | $2,342-58.2% |
| Participant deferral / active EE | $1,411 | $2,166-34.8% | $3,287-57.1% | $3,332-57.6% |
| Admin fee / account holder | $0 | $3,322-100.0% | $5,478-100.0% | $4,645-100.0% |