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 | $88,244 | $54,541+61.8% | $78,778+12.0% | $70,131+25.8% |
| Participation rate | 42.9% | 60.8%-17.9pp | 69.2%-26.3pp | 69.5%-26.7pp |
| Annual return | 16.63% | 21.07%-4.4pp | 35.62%-19.0pp | 73.14%-56.5pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,160 | $2,210-2.3% | $2,958-27.0% | $3,332-35.2% |
| Admin fee / account holder | $68 | $3,709-98.2% | $5,134-98.7% | $4,645-98.5% |