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 | $36,439 | $103,949-64.9% | $69,182-47.3% | $273,961-86.7% |
| Participation rate | 15.4% | 67.4%-52.0pp | 55.1%-39.7pp | 83.0%-67.6pp |
| Annual return | 8.25% | 35.28%-27.0pp | -21.93%+30.2pp | 41.45%-33.2pp |
| Employer contribution / active EE | $564 | $1,783-68.4% | $1,206-53.3% | $4,869-88.4% |
| Participant deferral / active EE | $2,115 | $2,716-22.1% | $1,897+11.5% | $5,287-60.0% |
| Admin fee / account holder | $239 | $3,671-93.5% | $2,697-91.2% | $10,132-97.6% |