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 | $25,796 | $99,341-74.0% | $84,750-69.6% | $273,961-90.6% |
| Participation rate | 40.0% | 80.7%-40.7pp | 76.6%-36.6pp | 83.0%-43.0pp |
| Annual return | 5.00% | 22.93%-17.9pp | 22.78%-17.8pp | 41.45%-36.5pp |
| Employer contribution / active EE | $833 | $4,214-80.2% | $3,574-76.7% | $4,869-82.9% |
| Participant deferral / active EE | $1,428 | $4,269-66.5% | $3,712-61.5% | $5,287-73.0% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |