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 | $13,223 | $103,949-87.3% | $69,182-80.9% | $273,961-95.2% |
| Participation rate | 66.7% | 67.4%-0.7pp | 55.1%+11.6pp | 83.0%-16.3pp |
| Annual return | 8.18% | 35.28%-27.1pp | -21.93%+30.1pp | 41.45%-33.3pp |
| Employer contribution / active EE | $768 | $1,783-56.9% | $1,206-36.3% | $4,869-84.2% |
| Participant deferral / active EE | $3,154 | $2,716+16.1% | $1,897+66.2% | $5,287-40.4% |
| Admin fee / account holder | $146 | $3,671-96.0% | $2,697-94.6% | $10,132-98.6% |