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 | $43,999 | $96,557-54.4% | $80,975-45.7% | $273,961-83.9% |
| Participation rate | 10.0% | 79.1%-69.1pp | 75.8%-65.8pp | 83.0%-73.0pp |
| Annual return | 20.51% | 15.14%+5.4pp | 17.10%+3.4pp | 41.45%-20.9pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,400 | $6,598-63.6% | $5,696-57.9% | $5,287-54.6% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |