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 | $109,577 | $53,777+103.8% | $134,143-18.3% | $79,858+37.2% |
| Participation rate | 24.1% | 58.8%-34.6pp | 72.2%-48.0pp | 69.6%-45.5pp |
| Annual return | 15.23% | 19.01%-3.8pp | 36.33%-21.1pp | 31.71%-16.5pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,365 | $2,420-2.3% | $3,499-32.4% | $3,740-36.8% |
| Admin fee / account holder | $0 | $3,984-100.0% | $6,684-100.0% | $5,306-100.0% |