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 | $29,940 | $132,634-77.4% | $115,768-74.1% | $137,256-78.2% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.4%-11.9pp | 80.0%-17.5pp |
| Annual return | 20.47% | 160.70%-140.2pp | 100.46%-80.0pp | 220.34%-199.9pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,117 | $5,619-62.3% | $4,917-57.0% | $6,407-67.0% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |