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 | $25,427 | $96,557-73.7% | $80,975-68.6% | $273,961-90.7% |
| Participation rate | 69.2% | 79.1%-9.9pp | 75.8%-6.6pp | 83.0%-13.8pp |
| Annual return | 8.07% | 15.14%-7.1pp | 17.10%-9.0pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,400 | $4,868-71.2% | $3,714-62.3% | $4,869-71.2% |
| Participant deferral / active EE | $1,702 | $6,598-74.2% | $5,696-70.1% | $5,287-67.8% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |