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 | $24,210 | $105,630-77.1% | $87,507-72.3% | $273,961-91.2% |
| Participation rate | 40.0% | 78.2%-38.2pp | 73.8%-33.8pp | 83.0%-43.0pp |
| Annual return | 6.45% | 12.25%-5.8pp | 12.21%-5.8pp | 41.45%-35.0pp |
| Employer contribution / active EE | $858 | $3,141-72.7% | $2,550-66.4% | $4,869-82.4% |
| Participant deferral / active EE | $823 | $3,601-77.1% | $3,149-73.8% | $5,287-84.4% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |