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 | $65,905 | $72,012-8.5% | $185,823-64.5% | $79,858-17.5% |
| Participation rate | 25.9% | 65.8%-39.8pp | 78.0%-52.1pp | 69.6%-43.7pp |
| Annual return | 17.45% | 23.12%-5.7pp | 35.95%-18.5pp | 31.71%-14.3pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,320 | $3,779-65.1% | $5,632-76.6% | $3,740-64.7% |
| Admin fee / account holder | $294 | $4,513-93.5% | $9,500-96.9% | $5,306-94.5% |