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 | $45,032 | $53,018-15.1% | $70,014-35.7% | $62,891-28.4% |
| Participation rate | 58.6% | 67.2%-8.6pp | 71.8%-13.2pp | 69.3%-10.7pp |
| Annual return | 7.37% | 13.35%-6.0pp | 12.99%-5.6pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,340 | $2,395-44.1% | $2,931-54.3% | $3,203-58.2% |
| Admin fee / account holder | $0 | $3,690-100.0% | $4,380-100.0% | $4,296-100.0% |