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 | $36,520 | $93,071-60.8% | $74,583-51.0% | $273,961-86.7% |
| Participation rate | 50.0% | 74.9%-24.9pp | 68.1%-18.1pp | 83.0%-33.0pp |
| Annual return | 9.59% | 26.18%-16.6pp | 20.47%-10.9pp | 41.45%-31.9pp |
| Employer contribution / active EE | $2,963 | $3,160-6.2% | $2,525+17.3% | $4,869-39.1% |
| Participant deferral / active EE | $3,704 | $4,160-11.0% | $3,458+7.1% | $5,287-30.0% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |