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 | $22,709 | $109,817-79.3% | $98,442-76.9% | $167,490-86.4% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 19.36% | 1956.69%-1937.3pp | 1492.73%-1473.4pp | 478.56%-459.2pp |
| Employer contribution / active EE | $966 | $3,224-70.0% | $2,960-67.4% | $4,837-80.0% |
| Participant deferral / active EE | $1,609 | $4,673-65.6% | $4,276-62.4% | $6,341-74.6% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |