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 | $99,408 | $65,041+52.8% | $90,951+9.3% | $79,858+24.5% |
| Participation rate | 23.3% | 61.6%-38.4pp | 69.0%-45.8pp | 69.6%-46.4pp |
| Annual return | 17.61% | 30.45%-12.8pp | 134.60%-117.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,095 | $2,512-16.6% | $3,373-37.9% | $3,740-44.0% |
| Admin fee / account holder | $43 | $4,536-99.1% | $5,959-99.3% | $5,306-99.2% |