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 | $24,540 | $103,949-76.4% | $69,182-64.5% | $273,961-91.0% |
| Participation rate | 44.4% | 67.4%-22.9pp | 55.1%-10.7pp | 83.0%-38.6pp |
| Annual return | 8.38% | 35.28%-26.9pp | -21.93%+30.3pp | 41.45%-33.1pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $334 | $2,716-87.7% | $1,897-82.4% | $5,287-93.7% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |