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 | $30,896 | $99,341-68.9% | $84,750-63.5% | $273,961-88.7% |
| Participation rate | 28.6% | 80.7%-52.1pp | 76.6%-48.0pp | 83.0%-54.4pp |
| Annual return | 14.86% | 22.93%-8.1pp | 22.78%-7.9pp | 41.45%-26.6pp |
| Employer contribution / active EE | $1,099 | $4,214-73.9% | $3,574-69.2% | $4,869-77.4% |
| Participant deferral / active EE | $3,424 | $4,269-19.8% | $3,712-7.8% | $5,287-35.2% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |