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 | $14,283 | $32,037-55.4% | $69,182-79.4% | $62,891-77.3% |
| Participation rate | 25.0% | 43.4%-18.4pp | 55.1%-30.1pp | 69.3%-44.3pp |
| Annual return | 24.82% | 15.16%+9.7pp | -21.93%+46.8pp | 20.14%+4.7pp |
| Employer contribution / active EE | $484 | $679-28.7% | $1,206-59.9% | $2,281-78.8% |
| Participant deferral / active EE | $1,531 | $1,185+29.2% | $1,897-19.3% | $3,203-52.2% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |