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 | $28,764 | $88,707-67.6% | $74,183-61.2% | $273,961-89.5% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.6%-14.1pp | 83.0%-20.5pp |
| Annual return | 13.90% | 11.94%+2.0pp | 17.74%-3.8pp | 41.45%-27.6pp |
| Employer contribution / active EE | $3,891 | $3,159+23.2% | $2,370+64.2% | $4,869-20.1% |
| Participant deferral / active EE | $3,322 | $4,212-21.1% | $3,550-6.4% | $5,287-37.2% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |