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 | $21,861 | $107,015-79.6% | $73,545-70.3% | $147,584-85.2% |
| Participation rate | 33.3% | 66.4%-33.0pp | 54.9%-21.6pp | 82.8%-49.5pp |
| Annual return | 19.27% | 38.25%-19.0pp | -15.16%+34.4pp | 578.55%-559.3pp |
| Employer contribution / active EE | $667 | $1,760-62.1% | $1,219-45.3% | $4,876-86.3% |
| Participant deferral / active EE | $1,600 | $2,462-35.0% | $1,806-11.4% | $5,439-70.6% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |