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 | $39,341 | $65,365-39.8% | $92,893-57.6% | $72,985-46.1% |
| Participation rate | 52.6% | 68.3%-15.7pp | 76.0%-23.4pp | 69.5%-16.9pp |
| Annual return | 51.13% | 42.10%+9.0pp | 109.41%-58.3pp | 81.00%-29.9pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,173 | $3,128+33.4% | $4,236-1.5% | $3,607+15.7% |
| Admin fee / account holder | $156 | $4,251-96.3% | $5,794-97.3% | $5,124-96.9% |