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 4-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 | $28,703 | $93,346-69.3% | $71,796-60.0% | $273,961-89.5% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | 7.53% | 130.39%-122.9pp | 78.04%-70.5pp | 41.45%-33.9pp |
| Employer contribution / active EE | $884 | $2,733-67.7% | $1,924-54.1% | $4,869-81.8% |
| Participant deferral / active EE | $1,105 | $3,475-68.2% | $2,794-60.5% | $5,287-79.1% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |