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 | $60,745 | $58,828+3.3% | $77,999-22.1% | $62,891-3.4% |
| Participation rate | 54.3% | 71.1%-16.8pp | 75.5%-21.2pp | 69.3%-15.0pp |
| Annual return | 6.55% | 17.16%-10.6pp | 425.96%-419.4pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,250 | $2,686-53.4% | $3,497-64.2% | $3,203-61.0% |
| Admin fee / account holder | $24 | $4,393-99.5% | $5,480-99.6% | $4,296-99.4% |