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 5-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 | $55,054 | $107,452-48.8% | $91,541-39.9% | $142,382-61.3% |
| Participation rate | 25.0% | 75.1%-50.1pp | 69.8%-44.8pp | 80.1%-55.1pp |
| Annual return | 17.40% | 22.06%-4.7pp | 20.50%-3.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $925 | $2,994-69.1% | $2,505-63.1% | $4,299-78.5% |
| Participant deferral / active EE | $8,163 | $4,754+71.7% | $4,008+103.7% | $6,507+25.4% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |