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 | $37,365 | $90,503-58.7% | $78,689-52.5% | $273,961-86.4% |
| Participation rate | 22.2% | 76.5%-54.3pp | 73.6%-51.3pp | 83.0%-60.8pp |
| Annual return | 2.24% | 75.60%-73.4pp | 62.18%-59.9pp | 41.45%-39.2pp |
| Employer contribution / active EE | $422 | $3,176-86.7% | $2,851-85.2% | $4,869-91.3% |
| Participant deferral / active EE | $3,817 | $3,901-2.2% | $3,517+8.5% | $5,287-27.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |