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 | $50,809 | $80,673-37.0% | $101,326-49.9% | $84,808-40.1% |
| Participation rate | 58.3% | 77.8%-19.4pp | 81.5%-23.2pp | 68.3%-10.0pp |
| Annual return | 21.99% | 38.95%-17.0pp | 36.82%-14.8pp | 40.90%-18.9pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,942 | $6,840+16.1% | $7,994-0.6% | $4,212+88.6% |
| Admin fee / account holder | $0 | $12,784-100.0% | $11,185-100.0% | $7,344-100.0% |