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 | $26,854 | $103,949-74.2% | $69,182-61.2% | $273,961-90.2% |
| Participation rate | 26.7% | 67.4%-40.7pp | 55.1%-28.4pp | 83.0%-56.3pp |
| Annual return | 6.94% | 35.28%-28.3pp | -21.93%+28.9pp | 41.45%-34.5pp |
| Employer contribution / active EE | $794 | $1,783-55.4% | $1,206-34.1% | $4,869-83.7% |
| Participant deferral / active EE | $1,799 | $2,716-33.8% | $1,897-5.1% | $5,287-66.0% |
| Admin fee / account holder | $50 | $3,671-98.6% | $2,697-98.1% | $10,132-99.5% |