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 | $79,665 | $60,349+32.0% | $74,183+7.4% | $62,891+26.7% |
| Participation rate | 67.7% | 72.7%-5.0pp | 76.6%-8.9pp | 69.3%-1.6pp |
| Annual return | 6.23% | 21.37%-15.1pp | 17.74%-11.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,372 | $2,856+18.1% | $3,550-5.0% | $3,203+5.3% |
| Admin fee / account holder | $23 | $4,261-99.5% | $5,586-99.6% | $4,296-99.5% |