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 | $52,923 | $88,707-40.3% | $74,183-28.7% | $273,961-80.7% |
| Participation rate | 52.6% | 79.4%-26.8pp | 76.6%-24.0pp | 83.0%-30.4pp |
| Annual return | 4.30% | 11.94%-7.6pp | 17.74%-13.4pp | 41.45%-37.2pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,746 | $4,212-58.5% | $3,550-50.8% | $5,287-67.0% |
| Admin fee / account holder | $4 | $8,717-100.0% | $5,586-99.9% | $10,132-100.0% |