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 7-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 | $38,402 | $53,777-28.6% | $134,143-71.4% | $79,858-51.9% |
| Participation rate | 36.4% | 58.8%-22.4pp | 72.2%-35.8pp | 69.6%-33.3pp |
| Annual return | 32.18% | 19.01%+13.2pp | 36.33%-4.2pp | 31.71%+0.5pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,014 | $2,420+107.2% | $3,499+43.3% | $3,740+34.1% |
| Admin fee / account holder | $80 | $3,984-98.0% | $6,684-98.8% | $5,306-98.5% |