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 | $43,356 | $100,970-57.1% | $96,576-55.1% | $137,256-68.4% |
| Participation rate | 62.5% | 82.6%-20.1pp | 81.4%-18.9pp | 80.0%-17.5pp |
| Annual return | 17.90% | 38.16%-20.3pp | 38.47%-20.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,476 | $8,286-58.1% | $7,956-56.3% | $6,407-45.7% |
| Admin fee / account holder | $224 | $11,312-98.0% | $11,381-98.0% | $12,270-98.2% |