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 | $13,309 | $43,327-69.3% | $59,878-77.8% | $64,186-79.3% |
| Participation rate | 57.1% | 69.2%-12.0pp | 74.7%-17.6pp | 69.6%-12.4pp |
| Annual return | -6.79% | -1.55%-5.2pp | 3.46%-10.2pp | 7.63%-14.4pp |
| Employer contribution / active EE | $895 | $2,028-55.9% | $2,722-67.1% | $2,381-62.4% |
| Participant deferral / active EE | $1,285 | $2,546-49.5% | $3,402-62.2% | $3,470-63.0% |
| Admin fee / account holder | $0 | $3,005-100.0% | $3,590-100.0% | $4,888-100.0% |