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 | $89,192 | $58,512+52.4% | $84,015+6.2% | $72,985+22.2% |
| Participation rate | 48.1% | 61.2%-13.2pp | 69.0%-20.9pp | 69.5%-21.4pp |
| Annual return | 24.87% | 28.93%-4.1pp | 71.31%-46.4pp | 81.00%-56.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,036 | $2,394-14.9% | $3,239-37.1% | $3,607-43.5% |
| Admin fee / account holder | $25 | $4,569-99.5% | $6,101-99.6% | $5,124-99.5% |