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 | $68,267 | $103,949-34.3% | $69,182-1.3% | $273,961-75.1% |
| Participation rate | 4.8% | 67.4%-62.6pp | 55.1%-50.4pp | 83.0%-78.3pp |
| Annual return | 6.57% | 35.28%-28.7pp | -21.93%+28.5pp | 41.45%-34.9pp |
| Employer contribution / active EE | $248 | $1,783-86.1% | $1,206-79.5% | $4,869-94.9% |
| Participant deferral / active EE | $857 | $2,716-68.4% | $1,897-54.8% | $5,287-83.8% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |