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 4-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 | $46,684 | $80,673-42.1% | $101,326-53.9% | $84,808-45.0% |
| Participation rate | 56.0% | 77.8%-21.8pp | 81.5%-25.5pp | 68.3%-12.3pp |
| Annual return | 21.08% | 38.95%-17.9pp | 36.82%-15.7pp | 40.90%-19.8pp |
| Employer contribution / active EE | $1,700 | $2,698-37.0% | $3,665-53.6% | $2,631-35.4% |
| Participant deferral / active EE | $3,216 | $6,840-53.0% | $7,994-59.8% | $4,212-23.6% |
| Admin fee / account holder | $0 | $12,784-100.0% | $11,185-100.0% | $7,344-100.0% |