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 | $22,050 | $35,183-37.3% | $73,545-70.0% | $70,131-68.6% |
| Participation rate | 37.0% | 42.9%-6.0pp | 54.9%-18.0pp | 69.5%-32.6pp |
| Annual return | 18.60% | 26.90%-8.3pp | -15.16%+33.8pp | 73.14%-54.5pp |
| Employer contribution / active EE | $472 | $709-33.4% | $1,219-61.3% | $2,342-79.8% |
| Participant deferral / active EE | $1,362 | $1,220+11.6% | $1,806-24.6% | $3,332-59.1% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |