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 4-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 | $44,039 | $90,503-51.3% | $78,689-44.0% | $273,961-83.9% |
| Participation rate | 16.7% | 76.5%-59.9pp | 73.6%-56.9pp | 83.0%-66.3pp |
| Annual return | 8.77% | 75.60%-66.8pp | 62.18%-53.4pp | 41.45%-32.7pp |
| Employer contribution / active EE | $212 | $3,176-93.3% | $2,851-92.6% | $4,869-95.6% |
| Participant deferral / active EE | $867 | $3,901-77.8% | $3,517-75.4% | $5,287-83.6% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |