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 6-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 | $37,258 | $95,862-61.1% | $79,550-53.2% | $134,475-72.3% |
| Participation rate | 28.6% | 75.0%-46.5pp | 69.5%-40.9pp | 81.2%-52.7pp |
| Annual return | 1.36% | -2.69%+4.0pp | 0.16%+1.2pp | 417.96%-416.6pp |
| Employer contribution / active EE | $785 | $3,128-74.9% | $2,413-67.5% | $4,740-83.4% |
| Participant deferral / active EE | $1,473 | $4,693-68.6% | $3,985-63.0% | $6,400-77.0% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |