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 | $21,649 | $76,552-71.7% | $123,892-82.5% | $62,891-65.6% |
| Participation rate | 60.9% | 73.0%-12.1pp | 81.4%-20.5pp | 69.3%-8.4pp |
| Annual return | 16.81% | 18.68%-1.9pp | 47.52%-30.7pp | 20.14%-3.3pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,066 | $4,840+46.0% | $5,984+18.1% | $3,203+120.6% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |