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 | $52,115 | $90,503-42.4% | $78,689-33.8% | $273,961-81.0% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 23.38% | 75.60%-52.2pp | 62.18%-38.8pp | 41.45%-18.1pp |
| Employer contribution / active EE | $43 | $3,176-98.7% | $2,851-98.5% | $4,869-99.1% |
| Participant deferral / active EE | $7,804 | $3,901+100.0% | $3,517+121.9% | $5,287+47.6% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |