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 | $24,018 | $153,311-84.3% | $109,313-78.0% | $273,961-91.2% |
| Participation rate | 50.0% | 80.1%-30.1pp | 71.3%-21.3pp | 83.0%-33.0pp |
| Annual return | 5.65% | 29.86%-24.2pp | 22.07%-16.4pp | 41.45%-35.8pp |
| Employer contribution / active EE | $886 | $5,619-84.2% | $3,892-77.2% | $4,869-81.8% |
| Participant deferral / active EE | $886 | $3,932-77.5% | $3,166-72.0% | $5,287-83.2% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |