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 | $42,205 | $35,183+20.0% | $73,545-42.6% | $70,131-39.8% |
| Participation rate | 24.1% | 42.9%-18.8pp | 54.9%-30.8pp | 69.5%-45.4pp |
| Annual return | 20.88% | 26.90%-6.0pp | -15.16%+36.0pp | 73.14%-52.3pp |
| Employer contribution / active EE | $419 | $709-40.8% | $1,219-65.6% | $2,342-82.1% |
| Participant deferral / active EE | $1,459 | $1,220+19.6% | $1,806-19.2% | $3,332-56.2% |
| Admin fee / account holder | $200 | $2,302-91.3% | $2,320-91.4% | $4,645-95.7% |