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 | $126,980 | $67,411+88.4% | $91,001+39.5% | $70,131+81.1% |
| Participation rate | 44.4% | 71.4%-26.9pp | 75.6%-31.2pp | 69.5%-25.1pp |
| Annual return | 15.62% | -40.16%+55.8pp | 4.60%+11.0pp | 73.14%-57.5pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,461 | $2,823+22.6% | $3,547-2.4% | $3,332+3.9% |
| Admin fee / account holder | $264 | $4,236-93.8% | $5,417-95.1% | $4,645-94.3% |