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 | $32,908 | $72,177-54.4% | $115,037-71.4% | $59,632-44.8% |
| Participation rate | 57.1% | 72.6%-15.4pp | 81.4%-24.2pp | 68.7%-11.5pp |
| Annual return | -1.66% | 12.02%-13.7pp | 26.14%-27.8pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $1,637 | $2,841-42.4% | $4,608-64.5% | $2,203-25.7% |
| Participant deferral / active EE | $3,051 | $4,783-36.2% | $6,026-49.4% | $3,192-4.4% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |