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 | $51,917 | $52,681-1.4% | $75,781-31.5% | $59,632-12.9% |
| Participation rate | 32.4% | 67.2%-34.9pp | 75.8%-43.5pp | 68.7%-36.3pp |
| Annual return | -0.82% | 2.95%-3.8pp | 9.68%-10.5pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,801 | $2,591-30.5% | $3,651-50.7% | $3,192-43.6% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,299-100.0% | $4,297-100.0% |