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 | $18,199 | $90,503-79.9% | $78,689-76.9% | $273,961-93.4% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 7.99% | 75.60%-67.6pp | 62.18%-54.2pp | 41.45%-33.5pp |
| Employer contribution / active EE | $973 | $3,176-69.4% | $2,851-65.9% | $4,869-80.0% |
| Participant deferral / active EE | $1,182 | $3,901-69.7% | $3,517-66.4% | $5,287-77.7% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |