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 | $15,909 | $96,956-83.6% | $70,014-77.3% | $273,961-94.2% |
| Participation rate | 62.5% | 77.1%-14.6pp | 71.8%-9.3pp | 83.0%-20.5pp |
| Annual return | 10.01% | 12.93%-2.9pp | 12.99%-3.0pp | 41.45%-31.4pp |
| Employer contribution / active EE | $1,115 | $3,316-66.4% | $2,338-52.3% | $4,869-77.1% |
| Participant deferral / active EE | $4,276 | $3,744+14.2% | $2,931+45.9% | $5,287-19.1% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,380-100.0% | $10,132-100.0% |