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 | $20,407 | $93,346-78.1% | $71,796-71.6% | $273,961-92.6% |
| Participation rate | 40.9% | 76.5%-35.6pp | 69.1%-28.2pp | 83.0%-42.1pp |
| Annual return | 11.10% | 130.39%-119.3pp | 78.04%-66.9pp | 41.45%-30.4pp |
| Employer contribution / active EE | $317 | $2,733-88.4% | $1,924-83.5% | $4,869-93.5% |
| Participant deferral / active EE | $1,717 | $3,475-50.6% | $2,794-38.6% | $5,287-67.5% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |