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 | $38,425 | $58,512-34.3% | $84,015-54.3% | $72,985-47.4% |
| Participation rate | 57.1% | 61.2%-4.1pp | 69.0%-11.9pp | 69.5%-12.3pp |
| Annual return | 23.31% | 28.93%-5.6pp | 71.31%-48.0pp | 81.00%-57.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,786 | $2,394-25.4% | $3,239-44.8% | $3,607-50.5% |
| Admin fee / account holder | $117 | $4,569-97.4% | $6,101-98.1% | $5,124-97.7% |