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 | $49,334 | $90,503-45.5% | $78,689-37.3% | $273,961-82.0% |
| Participation rate | 44.4% | 76.5%-32.1pp | 73.6%-29.1pp | 83.0%-38.6pp |
| Annual return | 7.24% | 75.60%-68.4pp | 62.18%-54.9pp | 41.45%-34.2pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,185 | $3,901-69.6% | $3,517-66.3% | $5,287-77.6% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |