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 | $19,213 | $103,949-81.5% | $69,182-72.2% | $273,961-93.0% |
| Participation rate | 66.7% | 67.4%-0.7pp | 55.1%+11.6pp | 83.0%-16.3pp |
| Annual return | 3.16% | 35.28%-32.1pp | -21.93%+25.1pp | 41.45%-38.3pp |
| Employer contribution / active EE | $1,067 | $1,783-40.2% | $1,206-11.6% | $4,869-78.1% |
| Participant deferral / active EE | $4,000 | $2,716+47.3% | $1,897+110.9% | $5,287-24.3% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |