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 | $17,105 | $32,037-46.6% | $69,182-75.3% | $62,891-72.8% |
| Participation rate | 7.4% | 43.4%-36.0pp | 55.1%-47.7pp | 69.3%-61.9pp |
| Annual return | 24.74% | 15.16%+9.6pp | -21.93%+46.7pp | 20.14%+4.6pp |
| Employer contribution / active EE | $95 | $679-86.1% | $1,206-92.1% | $2,281-95.8% |
| Participant deferral / active EE | $364 | $1,185-69.3% | $1,897-80.8% | $3,203-88.6% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |