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 | $42,756 | $109,359-60.9% | $162,163-73.6% | $72,985-41.4% |
| Participation rate | 51.2% | 84.3%-33.0pp | 87.6%-36.3pp | 69.5%-18.2pp |
| Annual return | 32.31% | 25.46%+6.8pp | 115.59%-83.3pp | 81.00%-48.7pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,077 | $5,481+47.4% | $7,298+10.7% | $3,607+123.9% |
| Admin fee / account holder | $229 | $7,972-97.1% | $10,843-97.9% | $5,124-95.5% |