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 | $92,736 | $57,354+61.7% | $83,848+10.6% | $64,186+44.5% |
| Participation rate | 36.4% | 68.6%-32.2pp | 76.1%-39.8pp | 69.6%-33.2pp |
| Annual return | -5.62% | 11.38%-17.0pp | 850.88%-856.5pp | 7.63%-13.3pp |
| Employer contribution / active EE | $916 | $2,545-64.0% | $3,631-74.8% | $2,381-61.5% |
| Participant deferral / active EE | $1,257 | $2,993-58.0% | $4,082-69.2% | $3,470-63.8% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,478-100.0% | $4,888-100.0% |