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 | $32,688 | $95,266-65.7% | $82,389-60.3% | $142,382-77.0% |
| Participation rate | 61.5% | 74.5%-12.9pp | 69.5%-8.0pp | 80.1%-18.6pp |
| Annual return | 14.06% | 25.74%-11.7pp | 28.67%-14.6pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,403 | $2,991-53.1% | $2,517-44.3% | $4,299-67.4% |
| Participant deferral / active EE | $2,166 | $4,809-55.0% | $4,155-47.9% | $6,507-66.7% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |