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 | $17,819 | $105,859-83.2% | $90,160-80.2% | $147,584-87.9% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 15.37% | 37.63%-22.3pp | 34.88%-19.5pp | 578.55%-563.2pp |
| Employer contribution / active EE | $1,262 | $4,126-69.4% | $3,318-62.0% | $4,876-74.1% |
| Participant deferral / active EE | $9,052 | $5,733+57.9% | $5,288+71.2% | $5,439+66.4% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |