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 | $44,788 | $32,037+39.8% | $69,182-35.3% | $62,891-28.8% |
| Participation rate | 14.8% | 43.4%-28.6pp | 55.1%-40.3pp | 69.3%-54.5pp |
| Annual return | 8.10% | 15.16%-7.1pp | -21.93%+30.0pp | 20.14%-12.0pp |
| Employer contribution / active EE | $403 | $679-40.7% | $1,206-66.6% | $2,281-82.3% |
| Participant deferral / active EE | $690 | $1,185-41.8% | $1,897-63.6% | $3,203-78.4% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |