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 | $29,329 | $90,503-67.6% | $78,689-62.7% | $273,961-89.3% |
| Participation rate | 40.0% | 76.5%-36.5pp | 73.6%-33.6pp | 83.0%-43.0pp |
| Annual return | 7.75% | 75.60%-67.9pp | 62.18%-54.4pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,246 | $3,176-60.8% | $2,851-56.3% | $4,869-74.4% |
| Participant deferral / active EE | $4,638 | $3,901+18.9% | $3,517+31.9% | $5,287-12.3% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |