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 | $47,001 | $85,766-45.2% | $136,294-65.5% | $70,131-33.0% |
| Participation rate | 57.7% | 74.2%-16.5pp | 81.9%-24.2pp | 69.5%-11.8pp |
| Annual return | 18.05% | 31.45%-13.4pp | 5155.94%-5137.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,931 | $5,051+17.4% | $6,247-5.1% | $3,332+78.0% |
| Admin fee / account holder | $239 | $5,420-95.6% | $9,243-97.4% | $4,645-94.9% |