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 | $114,716 | $72,277+58.7% | $101,248+13.3% | $79,858+43.6% |
| Participation rate | 63.6% | 68.5%-4.8pp | 75.8%-12.2pp | 69.6%-6.0pp |
| Annual return | 12.83% | 22.30%-9.5pp | 46.47%-33.6pp | 31.71%-18.9pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,674 | $3,282-49.0% | $4,370-61.7% | $3,740-55.2% |
| Admin fee / account holder | $273 | $4,400-93.8% | $5,945-95.4% | $5,306-94.9% |