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 | $23,437 | $90,503-74.1% | $78,689-70.2% | $273,961-91.4% |
| Participation rate | 57.1% | 76.5%-19.4pp | 73.6%-16.4pp | 83.0%-25.9pp |
| Annual return | 3.31% | 75.60%-72.3pp | 62.18%-58.9pp | 41.45%-38.1pp |
| Employer contribution / active EE | $1,128 | $3,176-64.5% | $2,851-60.4% | $4,869-76.8% |
| Participant deferral / active EE | $1,445 | $3,901-63.0% | $3,517-58.9% | $5,287-72.7% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |