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 | $30,637 | $96,557-68.3% | $80,975-62.2% | $273,961-88.8% |
| Participation rate | 61.5% | 79.1%-17.5pp | 75.8%-14.3pp | 83.0%-21.5pp |
| Annual return | 13.37% | 15.14%-1.8pp | 17.10%-3.7pp | 41.45%-28.1pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,666 | $6,598+16.2% | $5,696+34.6% | $5,287+45.0% |
| Admin fee / account holder | $9 | $7,492-99.9% | $5,516-99.8% | $10,132-99.9% |