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 | $24,657 | $103,949-76.3% | $69,182-64.4% | $273,961-91.0% |
| Participation rate | 20.0% | 67.4%-47.4pp | 55.1%-35.1pp | 83.0%-63.0pp |
| Annual return | 6.09% | 35.28%-29.2pp | -21.93%+28.0pp | 41.45%-35.4pp |
| Employer contribution / active EE | $403 | $1,783-77.4% | $1,206-66.6% | $4,869-91.7% |
| Participant deferral / active EE | $706 | $2,716-74.0% | $1,897-62.8% | $5,287-86.7% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |