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 | $26,892 | $103,949-74.1% | $69,182-61.1% | $273,961-90.2% |
| Participation rate | 47.4% | 67.4%-20.0pp | 55.1%-7.7pp | 83.0%-35.6pp |
| Annual return | 9.69% | 35.28%-25.6pp | -21.93%+31.6pp | 41.45%-31.8pp |
| Employer contribution / active EE | $1,483 | $1,783-16.8% | $1,206+23.0% | $4,869-69.5% |
| Participant deferral / active EE | $3,238 | $2,716+19.2% | $1,897+70.7% | $5,287-38.8% |
| Admin fee / account holder | $100 | $3,671-97.3% | $2,697-96.3% | $10,132-99.0% |