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 | $22,616 | $153,311-85.2% | $109,313-79.3% | $273,961-91.7% |
| Participation rate | 28.6% | 80.1%-51.5pp | 71.3%-42.7pp | 83.0%-54.4pp |
| Annual return | 9.95% | 29.86%-19.9pp | 22.07%-12.1pp | 41.45%-31.5pp |
| Employer contribution / active EE | $388 | $5,619-93.1% | $3,892-90.0% | $4,869-92.0% |
| Participant deferral / active EE | $1,796 | $3,932-54.3% | $3,166-43.3% | $5,287-66.0% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |