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 | $70,218 | $91,190-23.0% | $178,490-60.7% | $79,858-12.1% |
| Participation rate | 69.0% | 69.2%-0.2pp | 81.9%-13.0pp | 69.6%-0.7pp |
| Annual return | 15.20% | 24.19%-9.0pp | 151.07%-135.9pp | 31.71%-16.5pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,772 | $3,236-45.2% | $5,202-65.9% | $3,740-52.6% |
| Admin fee / account holder | $6 | $6,751-99.9% | $13,984-100.0% | $5,306-99.9% |