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 | $83,887 | $87,841-4.5% | $133,980-37.4% | $62,891+33.4% |
| Participation rate | 57.8% | 83.4%-25.6pp | 87.1%-29.3pp | 69.3%-11.5pp |
| Annual return | 6.31% | 12.05%-5.7pp | 29.30%-23.0pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,021 | $4,812-37.2% | $6,282-51.9% | $3,203-5.7% |
| Admin fee / account holder | $20 | $5,371-99.6% | $9,324-99.8% | $4,296-99.5% |