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 | $68,381 | $107,015-36.1% | $73,545-7.0% | $147,584-53.7% |
| Participation rate | 58.8% | 66.4%-7.6pp | 54.9%+3.9pp | 82.8%-24.0pp |
| Annual return | 22.88% | 38.25%-15.4pp | -15.16%+38.0pp | 578.55%-555.7pp |
| Employer contribution / active EE | $423 | $1,760-76.0% | $1,219-65.3% | $4,876-91.3% |
| Participant deferral / active EE | $2,437 | $2,462-1.0% | $1,806+34.9% | $5,439-55.2% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |