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 | $93,577 | $63,346+47.7% | $92,233+1.5% | $70,131+33.4% |
| Participation rate | 54.3% | 68.7%-14.3pp | 76.5%-22.1pp | 69.5%-15.2pp |
| Annual return | 17.19% | 530.12%-512.9pp | 176.28%-159.1pp | 73.14%-56.0pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,690 | $2,854+64.3% | $3,897+20.3% | $3,332+40.8% |
| Admin fee / account holder | $6 | $3,840-99.9% | $5,194-99.9% | $4,645-99.9% |