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 | $30,834 | $140,588-78.1% | $123,104-75.0% | $125,391-75.4% |
| Participation rate | 42.9% | 88.2%-45.3pp | 86.8%-43.9pp | 83.2%-40.3pp |
| Annual return | 1.71% | 16.80%-15.1pp | 13.22%-11.5pp | 282.22%-280.5pp |
| Employer contribution / active EE | $1,622 | $6,041-73.2% | $5,151-68.5% | $4,866-66.7% |
| Participant deferral / active EE | $4,090 | $6,980-41.4% | $6,230-34.3% | $5,352-23.6% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |