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 | $25,258 | $74,879,922-100.0% | $40,145,923-99.9% | $273,961-90.8% |
| Participation rate | 66.7% | 74.1%-7.4pp | 68.4%-1.7pp | 83.0%-16.3pp |
| Annual return | 5.47% | 2.55%+2.9pp | 5.24%+0.2pp | 41.45%-36.0pp |
| Employer contribution / active EE | $0 | $2,350-100.0% | $1,844-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $614 | $2,962-79.3% | $2,591-76.3% | $5,287-88.4% |
| Admin fee / account holder | $0 | $3,725-100.0% | $2,903-100.0% | $10,132-100.0% |