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 | $26,204 | $48,076-45.5% | $78,689-66.7% | $62,891-58.3% |
| Participation rate | 65.4% | 65.2%+0.2pp | 73.6%-8.2pp | 69.3%-3.9pp |
| Annual return | 4.62% | 31.35%-26.7pp | 62.18%-57.6pp | 20.14%-15.5pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,598 | $2,588-38.2% | $3,517-54.6% | $3,203-50.1% |
| Admin fee / account holder | $130 | $3,207-96.0% | $4,510-97.1% | $4,296-97.0% |