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 | $88,184 | $103,949-15.2% | $69,182+27.5% | $273,961-67.8% |
| Participation rate | 23.5% | 67.4%-43.8pp | 55.1%-31.6pp | 83.0%-59.5pp |
| Annual return | 10.99% | 35.28%-24.3pp | -21.93%+32.9pp | 41.45%-30.5pp |
| Employer contribution / active EE | $378 | $1,783-78.8% | $1,206-68.7% | $4,869-92.2% |
| Participant deferral / active EE | $446 | $2,716-83.6% | $1,897-76.5% | $5,287-91.6% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |