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 | $67,719 | $103,949-34.9% | $69,182-2.1% | $273,961-75.3% |
| Participation rate | 13.3% | 67.4%-54.0pp | 55.1%-41.8pp | 83.0%-69.7pp |
| Annual return | 7.13% | 35.28%-28.1pp | -21.93%+29.1pp | 41.45%-34.3pp |
| Employer contribution / active EE | $356 | $1,783-80.1% | $1,206-70.5% | $4,869-92.7% |
| Participant deferral / active EE | $770 | $2,716-71.6% | $1,897-59.4% | $5,287-85.4% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |