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 | $49,053 | $43,075+13.9% | $74,583-34.2% | $62,891-22.0% |
| Participation rate | 46.9% | 58.1%-11.2pp | 68.1%-21.2pp | 69.3%-22.4pp |
| Annual return | 6.09% | 17.50%-11.4pp | 20.47%-14.4pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,645 | $2,389-31.1% | $3,458-52.4% | $3,203-48.6% |
| Admin fee / account holder | $0 | $2,840-100.0% | $4,138-100.0% | $4,296-100.0% |