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 | $66,231 | $72,277-8.4% | $101,248-34.6% | $79,858-17.1% |
| Participation rate | 52.7% | 68.5%-15.7pp | 75.8%-23.1pp | 69.6%-16.9pp |
| Annual return | 17.16% | 22.30%-5.1pp | 46.47%-29.3pp | 31.71%-14.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,556 | $3,282+38.8% | $4,370+4.3% | $3,740+21.8% |
| Admin fee / account holder | $140 | $4,400-96.8% | $5,945-97.6% | $5,306-97.4% |