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 | $33,458 | $93,346-64.2% | $71,796-53.4% | $273,961-87.8% |
| Participation rate | 42.9% | 76.5%-33.7pp | 69.1%-26.3pp | 83.0%-40.2pp |
| Annual return | 3.33% | 130.39%-127.1pp | 78.04%-74.7pp | 41.45%-38.1pp |
| Employer contribution / active EE | $1,416 | $2,733-48.2% | $1,924-26.4% | $4,869-70.9% |
| Participant deferral / active EE | $1,722 | $3,475-50.4% | $2,794-38.4% | $5,287-67.4% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |