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 9-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 | $57,136 | $103,949-45.0% | $69,182-17.4% | $273,961-79.1% |
| Participation rate | 5.9% | 67.4%-61.5pp | 55.1%-49.2pp | 83.0%-77.1pp |
| Annual return | 8.64% | 35.28%-26.6pp | -21.93%+30.6pp | 41.45%-32.8pp |
| Employer contribution / active EE | $373 | $1,783-79.1% | $1,206-69.1% | $4,869-92.3% |
| Participant deferral / active EE | $559 | $2,716-79.4% | $1,897-70.5% | $5,287-89.4% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |