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 | $74,472 | $58,828+26.6% | $77,999-4.5% | $62,891+18.4% |
| Participation rate | 66.7% | 71.1%-4.4pp | 75.5%-8.9pp | 69.3%-2.6pp |
| Annual return | 8.47% | 17.16%-8.7pp | 425.96%-417.5pp | 20.14%-11.7pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,747 | $2,686+2.3% | $3,497-21.4% | $3,203-14.2% |
| Admin fee / account holder | $258 | $4,393-94.1% | $5,480-95.3% | $4,296-94.0% |