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 | $16,449 | $49,227-66.6% | $70,449-76.7% | $79,858-79.4% |
| Participation rate | 56.7% | 69.2%-12.5pp | 75.1%-18.4pp | 69.6%-13.0pp |
| Annual return | 26.36% | 30.06%-3.7pp | 109.03%-82.7pp | 31.71%-5.4pp |
| Employer contribution / active EE | $583 | $2,099-72.2% | $2,737-78.7% | $2,471-76.4% |
| Participant deferral / active EE | $3,038 | $2,768+9.8% | $3,709-18.1% | $3,740-18.8% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,845-100.0% | $5,306-100.0% |