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 | $50,286 | $43,075+16.7% | $74,583-32.6% | $62,891-20.0% |
| Participation rate | 37.9% | 58.1%-20.1pp | 68.1%-30.2pp | 69.3%-31.4pp |
| Annual return | 6.47% | 17.50%-11.0pp | 20.47%-14.0pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,706 | $2,389-28.6% | $3,458-50.7% | $3,203-46.7% |
| Admin fee / account holder | $0 | $2,840-100.0% | $4,138-100.0% | $4,296-100.0% |