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 | $15,313 | $42,383-63.9% | $76,523-80.0% | $64,186-76.1% |
| Participation rate | 32.5% | 58.1%-25.6pp | 68.0%-35.5pp | 69.6%-37.1pp |
| Annual return | -8.58% | -16.54%+8.0pp | -0.27%-8.3pp | 7.63%-16.2pp |
| Employer contribution / active EE | $597 | $1,563-61.8% | $2,647-77.5% | $2,381-74.9% |
| Participant deferral / active EE | $1,125 | $2,566-56.2% | $3,835-70.7% | $3,470-67.6% |
| Admin fee / account holder | $0 | $3,198-100.0% | $4,848-100.0% | $4,888-100.0% |