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 | $86,322 | $78,694+9.7% | $67,652+27.6% | $125,391-31.2% |
| Participation rate | 31.3% | 78.8%-47.6pp | 75.7%-44.4pp | 83.2%-51.9pp |
| Annual return | 1.26% | 9.46%-8.2pp | 6625.04%-6623.8pp | 282.22%-281.0pp |
| Employer contribution / active EE | $872 | $3,044-71.4% | $2,266-61.5% | $4,866-82.1% |
| Participant deferral / active EE | $3,213 | $4,292-25.1% | $3,560-9.7% | $5,352-40.0% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |