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 | $15,591 | $65,685-76.3% | $57,179-72.7% | $273,961-94.3% |
| Participation rate | 55.0% | 78.3%-23.3pp | 75.3%-20.3pp | 83.0%-28.0pp |
| Annual return | 9.33% | 21.99%-12.7pp | 14.59%-5.3pp | 41.45%-32.1pp |
| Employer contribution / active EE | $938 | $3,279-71.4% | $2,682-65.0% | $4,869-80.7% |
| Participant deferral / active EE | $3,190 | $3,782-15.6% | $3,096+3.0% | $5,287-39.7% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |