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 | $56,800 | $93,071-39.0% | $74,583-23.8% | $273,961-79.3% |
| Participation rate | 57.1% | 74.9%-17.8pp | 68.1%-11.0pp | 83.0%-25.9pp |
| Annual return | 4.11% | 26.18%-22.1pp | 20.47%-16.4pp | 41.45%-37.3pp |
| Employer contribution / active EE | $945 | $3,160-70.1% | $2,525-62.6% | $4,869-80.6% |
| Participant deferral / active EE | $1,243 | $4,160-70.1% | $3,458-64.1% | $5,287-76.5% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |