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 | $21,632 | $40,256-46.3% | $57,343-62.3% | $59,632-63.7% |
| Participation rate | 47.6% | 69.2%-21.6pp | 75.1%-27.5pp | 68.7%-21.1pp |
| Annual return | 0.82% | 27.49%-26.7pp | 24.39%-23.6pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $401 | $1,922-79.1% | $2,689-85.1% | $2,203-81.8% |
| Participant deferral / active EE | $934 | $2,399-61.1% | $3,162-70.5% | $3,192-70.7% |
| Admin fee / account holder | $0 | $2,818-100.0% | $3,356-100.0% | $4,297-100.0% |