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 | $27,277 | $98,240-72.2% | $82,313-66.9% | $147,584-81.5% |
| Participation rate | 60.0% | 79.7%-19.7pp | 76.9%-16.9pp | 82.8%-22.8pp |
| Annual return | 23.16% | 30.85%-7.7pp | 25.88%-2.7pp | 578.55%-555.4pp |
| Employer contribution / active EE | $910 | $3,192-71.5% | $2,428-62.5% | $4,876-81.3% |
| Participant deferral / active EE | $3,365 | $4,383-23.2% | $3,706-9.2% | $5,439-38.1% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |