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 | $48,918 | $87,540-44.1% | $75,781-35.4% | $125,391-61.0% |
| Participation rate | 37.5% | 80.2%-42.7pp | 75.8%-38.3pp | 83.2%-45.7pp |
| Annual return | 2.74% | 13.48%-10.7pp | 9.68%-6.9pp | 282.22%-279.5pp |
| Employer contribution / active EE | $1,101 | $3,930-72.0% | $3,323-66.9% | $4,866-77.4% |
| Participant deferral / active EE | $1,688 | $4,229-60.1% | $3,651-53.8% | $5,352-68.5% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |