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 | $13,537 | $103,949-87.0% | $69,182-80.4% | $273,961-95.1% |
| Participation rate | 54.5% | 67.4%-12.8pp | 55.1%-0.6pp | 83.0%-28.5pp |
| Annual return | 13.49% | 35.28%-21.8pp | -21.93%+35.4pp | 41.45%-28.0pp |
| Employer contribution / active EE | $1,196 | $1,783-32.9% | $1,206-0.9% | $4,869-75.4% |
| Participant deferral / active EE | $2,241 | $2,716-17.5% | $1,897+18.2% | $5,287-57.6% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |