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 | $19,638 | $96,557-79.7% | $80,975-75.7% | $273,961-92.8% |
| Participation rate | 50.0% | 79.1%-29.1pp | 75.8%-25.8pp | 83.0%-33.0pp |
| Annual return | 33.36% | 15.14%+18.2pp | 17.10%+16.3pp | 41.45%-8.1pp |
| Employer contribution / active EE | $1,060 | $4,868-78.2% | $3,714-71.5% | $4,869-78.2% |
| Participant deferral / active EE | $4,656 | $6,598-29.4% | $5,696-18.3% | $5,287-11.9% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |