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 | $36,284 | $87,540-58.6% | $75,781-52.1% | $125,391-71.1% |
| Participation rate | 64.7% | 80.2%-15.5pp | 75.8%-11.1pp | 83.2%-18.5pp |
| Annual return | 0.77% | 13.48%-12.7pp | 9.68%-8.9pp | 282.22%-281.5pp |
| Employer contribution / active EE | $1,151 | $3,930-70.7% | $3,323-65.4% | $4,866-76.4% |
| Participant deferral / active EE | $3,098 | $4,229-26.7% | $3,651-15.2% | $5,352-42.1% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |