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 | $36,235 | $51,708-29.9% | $106,619-66.0% | $62,891-42.4% |
| Participation rate | 18.4% | 66.9%-48.5pp | 78.0%-59.6pp | 69.3%-50.9pp |
| Annual return | 9.65% | 4.69%+5.0pp | 9.42%+0.2pp | 20.14%-10.5pp |
| Employer contribution / active EE | $0 | $1,764-100.0% | $3,947-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $960 | $2,315-58.6% | $3,930-75.6% | $3,203-70.0% |
| Admin fee / account holder | $0 | $3,349-100.0% | $6,418-100.0% | $4,296-100.0% |