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 | $42,551 | $77,899-45.4% | $149,673-71.6% | $75,163-43.4% |
| Participation rate | 47.3% | 65.6%-18.3pp | 78.8%-31.5pp | 67.2%-19.9pp |
| Annual return | 21.35% | 31.72%-10.4pp | 134.42%-113.1pp | 160.62%-139.3pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,474 | $3,411-27.5% | $5,680-56.5% | $4,125-40.0% |
| Admin fee / account holder | $238 | $5,956-96.0% | $13,210-98.2% | $5,651-95.8% |