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 | $74,539 | $117,381-36.5% | $99,443-25.0% | $152,861-51.2% |
| Participation rate | 52.9% | 77.5%-24.6pp | 73.8%-20.9pp | 82.4%-29.5pp |
| Annual return | 9.34% | 31.87%-22.5pp | 30.72%-21.4pp | 345.32%-336.0pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,670 | $4,086-34.7% | $3,619-26.2% | $5,850-54.4% |
| Admin fee / account holder | $171 | $7,631-97.8% | $6,250-97.3% | $11,596-98.5% |