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 | $44,982 | $58,208-22.7% | $81,812-45.0% | $80,856-44.4% |
| Participation rate | 32.5% | 63.4%-30.9pp | 72.3%-39.8pp | 67.6%-35.1pp |
| Annual return | 17.57% | 41.66%-24.1pp | 773.79%-756.2pp | 35.59%-18.0pp |
| Employer contribution / active EE | $806 | $2,340-65.5% | $2,912-72.3% | $2,755-70.7% |
| Participant deferral / active EE | $1,527 | $3,281-53.4% | $4,319-64.6% | $4,296-64.4% |
| Admin fee / account holder | $0 | $4,981-100.0% | $7,386-100.0% | $6,918-100.0% |