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 | $27,075 | $99,341-72.7% | $84,750-68.1% | $273,961-90.1% |
| Participation rate | 55.0% | 80.7%-25.7pp | 76.6%-21.6pp | 83.0%-28.0pp |
| Annual return | 7.62% | 22.93%-15.3pp | 22.78%-15.2pp | 41.45%-33.8pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,494 | $4,269-65.0% | $3,712-59.7% | $5,287-71.7% |
| Admin fee / account holder | $126 | $6,644-98.1% | $5,332-97.6% | $10,132-98.8% |