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 | $32,093 | $98,240-67.3% | $82,313-61.0% | $147,584-78.3% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 21.80% | 30.85%-9.1pp | 25.88%-4.1pp | 578.55%-556.7pp |
| Employer contribution / active EE | $1,976 | $3,192-38.1% | $2,428-18.6% | $4,876-59.5% |
| Participant deferral / active EE | $2,259 | $4,383-48.5% | $3,706-39.1% | $5,439-58.5% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |