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 | $36,942 | $65,041-43.2% | $90,951-59.4% | $79,858-53.7% |
| Participation rate | 55.6% | 61.6%-6.1pp | 69.0%-13.5pp | 69.6%-14.1pp |
| Annual return | 17.49% | 30.45%-13.0pp | 134.60%-117.1pp | 31.71%-14.2pp |
| Employer contribution / active EE | $961 | $1,247-22.9% | $2,122-54.7% | $2,471-61.1% |
| Participant deferral / active EE | $3,159 | $2,512+25.7% | $3,373-6.4% | $3,740-15.5% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,959-100.0% | $5,306-100.0% |