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 | $35,231 | $65,365-46.1% | $92,893-62.1% | $72,985-51.7% |
| Participation rate | 45.2% | 68.3%-23.1pp | 76.0%-30.8pp | 69.5%-24.2pp |
| Annual return | 25.57% | 42.10%-16.5pp | 109.41%-83.8pp | 81.00%-55.4pp |
| Employer contribution / active EE | $1,345 | $2,594-48.1% | $3,653-63.2% | $2,440-44.9% |
| Participant deferral / active EE | $2,764 | $3,128-11.7% | $4,236-34.8% | $3,607-23.4% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,794-100.0% | $5,124-100.0% |