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 | $67,537 | $48,364+39.6% | $71,796-5.9% | $62,891+7.4% |
| Participation rate | 36.0% | 60.6%-24.6pp | 69.1%-33.1pp | 69.3%-33.3pp |
| Annual return | 4.89% | 13.16%-8.3pp | 78.04%-73.2pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,464 | $2,091-30.0% | $2,794-47.6% | $3,203-54.3% |
| Admin fee / account holder | $150 | $3,771-96.0% | $4,815-96.9% | $4,296-96.5% |