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 | $7,088 | $37,426-81.1% | $77,482-90.9% | $79,858-91.1% |
| Participation rate | 41.0% | 41.5%-0.5pp | 54.2%-13.2pp | 69.6%-28.6pp |
| Annual return | 19.18% | 39.70%-20.5pp | 54.79%-35.6pp | 31.71%-12.5pp |
| Employer contribution / active EE | $466 | $637-26.7% | $986-52.7% | $2,471-81.1% |
| Participant deferral / active EE | $639 | $1,260-49.3% | $1,861-65.7% | $3,740-82.9% |
| Admin fee / account holder | $0 | $2,504-100.0% | $2,858-100.0% | $5,306-100.0% |