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 | $25,452 | $59,101-56.9% | $77,163-67.0% | $75,163-66.1% |
| Participation rate | 63.0% | 63.9%-0.9pp | 69.6%-6.6pp | 67.2%-4.2pp |
| Annual return | 19.48% | 26.71%-7.2pp | 37.87%-18.4pp | 160.62%-141.1pp |
| Employer contribution / active EE | $1,437 | $1,995-28.0% | $2,535-43.3% | $2,670-46.2% |
| Participant deferral / active EE | $2,393 | $2,999-20.2% | $3,833-37.6% | $4,125-42.0% |
| Admin fee / account holder | $0 | $4,774-100.0% | $5,472-100.0% | $5,651-100.0% |