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 | $21,339 | $66,764-68.0% | $88,497-75.9% | $62,891-66.1% |
| Participation rate | 46.2% | 77.3%-31.1pp | 82.4%-36.3pp | 69.3%-23.2pp |
| Annual return | 38.02% | 10.37%+27.6pp | 7.63%+30.4pp | 20.14%+17.9pp |
| Employer contribution / active EE | $859 | $3,077-72.1% | $4,036-78.7% | $2,281-62.3% |
| Participant deferral / active EE | $3,631 | $3,976-8.7% | $4,899-25.9% | $3,203+13.4% |
| Admin fee / account holder | $0 | $4,668-100.0% | $6,220-100.0% | $4,296-100.0% |