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 | $51,797 | $54,762-5.4% | $90,281-42.6% | $72,985-29.0% |
| Participation rate | 38.7% | 65.1%-26.4pp | 73.3%-34.6pp | 69.5%-30.8pp |
| Annual return | 25.18% | 30.63%-5.4pp | 78.10%-52.9pp | 81.00%-55.8pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,665 | $2,887-7.7% | $3,885-31.4% | $3,607-26.1% |
| Admin fee / account holder | $19 | $3,972-99.5% | $5,351-99.6% | $5,124-99.6% |