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 | $88,614 | $90,503-2.1% | $78,689+12.6% | $273,961-67.7% |
| Participation rate | 13.3% | 76.5%-63.2pp | 73.6%-60.2pp | 83.0%-69.7pp |
| Annual return | 4.80% | 75.60%-70.8pp | 62.18%-57.4pp | 41.45%-36.7pp |
| Employer contribution / active EE | $495 | $3,176-84.4% | $2,851-82.6% | $4,869-89.8% |
| Participant deferral / active EE | $595 | $3,901-84.7% | $3,517-83.1% | $5,287-88.7% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |