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 | $39,676 | $67,411-41.1% | $91,001-56.4% | $70,131-43.4% |
| Participation rate | 36.8% | 71.4%-34.5pp | 75.6%-38.8pp | 69.5%-32.7pp |
| Annual return | 15.41% | -40.16%+55.6pp | 4.60%+10.8pp | 73.14%-57.7pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,472 | $2,823-47.8% | $3,547-58.5% | $3,332-55.8% |
| Admin fee / account holder | $232 | $4,236-94.5% | $5,417-95.7% | $4,645-95.0% |