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 | $25,432 | $67,411-62.3% | $91,001-72.1% | $70,131-63.7% |
| Participation rate | 31.4% | 71.4%-39.9pp | 75.6%-44.2pp | 69.5%-38.1pp |
| Annual return | 21.61% | -40.16%+61.8pp | 4.60%+17.0pp | 73.14%-51.5pp |
| Employer contribution / active EE | $595 | $1,786-66.7% | $2,456-75.8% | $2,342-74.6% |
| Participant deferral / active EE | $1,593 | $2,823-43.6% | $3,547-55.1% | $3,332-52.2% |
| Admin fee / account holder | $0 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |