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 | $35,488 | $54,541-34.9% | $78,778-55.0% | $70,131-49.4% |
| Participation rate | 47.6% | 60.8%-13.2pp | 69.2%-21.6pp | 69.5%-21.9pp |
| Annual return | 17.51% | 21.07%-3.6pp | 35.62%-18.1pp | 73.14%-55.6pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,553 | $2,210-29.7% | $2,958-47.5% | $3,332-53.4% |
| Admin fee / account holder | $153 | $3,709-95.9% | $5,134-97.0% | $4,645-96.7% |