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 | $30,912 | $32,037-3.5% | $69,182-55.3% | $62,891-50.8% |
| Participation rate | 36.0% | 43.4%-7.4pp | 55.1%-19.1pp | 69.3%-33.3pp |
| Annual return | 6.88% | 15.16%-8.3pp | -21.93%+28.8pp | 20.14%-13.3pp |
| Employer contribution / active EE | $390 | $679-42.6% | $1,206-67.7% | $2,281-82.9% |
| Participant deferral / active EE | $1,753 | $1,185+47.9% | $1,897-7.6% | $3,203-45.3% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |