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 | $120,595 | $76,552+57.5% | $123,892-2.7% | $62,891+91.8% |
| Participation rate | 57.5% | 73.0%-15.5pp | 81.4%-23.9pp | 69.3%-11.8pp |
| Annual return | 15.12% | 18.68%-3.6pp | 47.52%-32.4pp | 20.14%-5.0pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,649 | $4,840+58.0% | $5,984+27.8% | $3,203+138.8% |
| Admin fee / account holder | $263 | $4,826-94.6% | $8,357-96.9% | $4,296-93.9% |