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 | $46,431 | $50,958-8.9% | $74,550-37.7% | $64,186-27.7% |
| Participation rate | 51.4% | 61.1%-9.6pp | 69.1%-17.7pp | 69.6%-18.1pp |
| Annual return | 8.13% | -1.86%+10.0pp | 32.53%-24.4pp | 7.63%+0.5pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,619 | $2,301-29.7% | $3,108-47.9% | $3,470-53.3% |
| Admin fee / account holder | $172 | $4,223-95.9% | $5,060-96.6% | $4,888-96.5% |