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 | $0 | $105,630-100.0% | $87,507-100.0% | $273,961-100.0% |
| Participation rate | 5.9% | 78.2%-72.3pp | 73.8%-68.0pp | 83.0%-77.1pp |
| Annual return | 2.52% | 12.25%-9.7pp | 12.21%-9.7pp | 41.45%-38.9pp |
| Employer contribution / active EE | $1,223 | $3,141-61.1% | $2,550-52.0% | $4,869-74.9% |
| Participant deferral / active EE | $1,986 | $3,601-44.9% | $3,149-36.9% | $5,287-62.4% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |