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 3-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 | $8,699 | $67,823-87.2% | $52,425-83.4% | $137,256-93.7% |
| Participation rate | 60.0% | 63.9%-3.9pp | 55.6%+4.4pp | 80.0%-20.0pp |
| Annual return | 8.36% | 219.11%-210.8pp | 302.12%-293.8pp | 220.34%-212.0pp |
| Employer contribution / active EE | $586 | $1,163-49.6% | $914-35.9% | $4,156-85.9% |
| Participant deferral / active EE | $1,384 | $2,288-39.5% | $1,790-22.7% | $6,407-78.4% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |