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 | $15,383 | $77,634-80.2% | $156,549-90.2% | $62,891-75.5% |
| Participation rate | 34.1% | 71.2%-37.1pp | 84.0%-49.9pp | 69.3%-35.2pp |
| Annual return | 5.82% | 50.32%-44.5pp | 32.23%-26.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $479 | $3,444-86.1% | $5,501-91.3% | $2,281-79.0% |
| Participant deferral / active EE | $847 | $3,045-72.2% | $4,871-82.6% | $3,203-73.6% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,027-100.0% | $4,296-100.0% |