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 | $39,763 | $76,552-48.1% | $123,892-67.9% | $62,891-36.8% |
| Participation rate | 44.4% | 73.0%-28.5pp | 81.4%-37.0pp | 69.3%-24.9pp |
| Annual return | 10.41% | 18.68%-8.3pp | 47.52%-37.1pp | 20.14%-9.7pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,182 | $4,840-34.3% | $5,984-46.8% | $3,203-0.7% |
| Admin fee / account holder | $167 | $4,826-96.5% | $8,357-98.0% | $4,296-96.1% |