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 | $76,447 | $85,766-10.9% | $136,294-43.9% | $70,131+9.0% |
| Participation rate | 50.7% | 74.2%-23.5pp | 81.9%-31.3pp | 69.5%-18.9pp |
| Annual return | 17.46% | 31.45%-14.0pp | 5155.94%-5138.5pp | 73.14%-55.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,382 | $5,051-52.8% | $6,247-61.9% | $3,332-28.5% |
| Admin fee / account holder | $106 | $5,420-98.0% | $9,243-98.8% | $4,645-97.7% |