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 | $30,514 | $45,035-32.2% | $62,995-51.6% | $70,131-56.5% |
| Participation rate | 20.7% | 69.5%-48.8pp | 74.8%-54.1pp | 69.5%-48.9pp |
| Annual return | 22.87% | 18.76%+4.1pp | 87.57%-64.7pp | 73.14%-50.3pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,248 | $2,465-8.8% | $3,329-32.5% | $3,332-32.5% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |