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 | $15,093 | $90,503-83.3% | $78,689-80.8% | $273,961-94.5% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 11.56% | 75.60%-64.0pp | 62.18%-50.6pp | 41.45%-29.9pp |
| Employer contribution / active EE | $1,393 | $3,176-56.1% | $2,851-51.1% | $4,869-71.4% |
| Participant deferral / active EE | $5,245 | $3,901+34.4% | $3,517+49.1% | $5,287-0.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |