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 5-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 | $14,049 | $103,949-86.5% | $69,182-79.7% | $273,961-94.9% |
| Participation rate | 10.0% | 67.4%-57.4pp | 55.1%-45.1pp | 83.0%-73.0pp |
| Annual return | 15.36% | 35.28%-19.9pp | -21.93%+37.3pp | 41.45%-26.1pp |
| Employer contribution / active EE | $231 | $1,783-87.1% | $1,206-80.9% | $4,869-95.3% |
| Participant deferral / active EE | $625 | $2,716-77.0% | $1,897-67.1% | $5,287-88.2% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |