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 8-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 | $41,683 | $37,426+11.4% | $77,482-46.2% | $79,858-47.8% |
| Participation rate | 19.4% | 41.5%-22.2pp | 54.2%-34.8pp | 69.6%-50.3pp |
| Annual return | 29.60% | 39.70%-10.1pp | 54.79%-25.2pp | 31.71%-2.1pp |
| Employer contribution / active EE | $598 | $637-6.0% | $986-39.3% | $2,471-75.8% |
| Participant deferral / active EE | $2,328 | $1,260+84.8% | $1,861+25.1% | $3,740-37.7% |
| Admin fee / account holder | $0 | $2,504-100.0% | $2,858-100.0% | $5,306-100.0% |