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 | $62,749 | $77,634-19.2% | $156,549-59.9% | $62,891-0.2% |
| Participation rate | 57.7% | 71.2%-13.5pp | 84.0%-26.3pp | 69.3%-11.6pp |
| Annual return | 6.57% | 50.32%-43.8pp | 32.23%-25.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,307 | $3,045+8.6% | $4,871-32.1% | $3,203+3.3% |
| Admin fee / account holder | $133 | $5,561-97.6% | $13,027-99.0% | $4,296-96.9% |