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 | $75,751 | $67,606+12.0% | $82,313-8.0% | $70,131+8.0% |
| Participation rate | 52.0% | 72.8%-20.8pp | 76.9%-24.9pp | 69.5%-17.5pp |
| Annual return | 21.51% | 21.57%-0.1pp | 25.88%-4.4pp | 73.14%-51.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,733 | $2,987-8.5% | $3,706-26.3% | $3,332-18.0% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |