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 | $15,703 | $84,527-81.4% | $67,711-76.8% | $125,391-87.5% |
| Participation rate | 33.3% | 74.8%-41.5pp | 67.5%-34.2pp | 83.2%-49.9pp |
| Annual return | -1.98% | 2.57%-4.6pp | 25.41%-27.4pp | 282.22%-284.2pp |
| Employer contribution / active EE | $871 | $3,292-73.5% | $2,559-66.0% | $4,866-82.1% |
| Participant deferral / active EE | $2,178 | $4,429-50.8% | $3,585-39.3% | $5,352-59.3% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,540-100.0% |