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 | $30,634 | $56,897-46.2% | $84,750-63.9% | $62,891-51.3% |
| Participation rate | 23.1% | 68.5%-45.5pp | 76.6%-53.5pp | 69.3%-46.2pp |
| Annual return | 5.42% | 6.30%-0.9pp | 22.78%-17.4pp | 20.14%-14.7pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,195 | $2,709-55.9% | $3,712-67.8% | $3,203-62.7% |
| Admin fee / account holder | $88 | $3,581-97.6% | $5,332-98.4% | $4,296-98.0% |