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 | $43,785 | $56,054-21.9% | $171,082-74.4% | $62,891-30.4% |
| Participation rate | 26.1% | 62.9%-36.7pp | 76.7%-50.6pp | 69.3%-43.2pp |
| Annual return | 8.07% | 22.52%-14.4pp | 32.56%-24.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,459 | $3,158-53.8% | $4,797-69.6% | $3,203-54.5% |
| Admin fee / account holder | $114 | $3,647-96.9% | $8,520-98.7% | $4,296-97.4% |