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 | $48,184 | $46,553+3.5% | $64,056-24.8% | $75,163-35.9% |
| Participation rate | 58.7% | 65.9%-7.2pp | 72.3%-13.6pp | 67.2%-8.5pp |
| Annual return | 15.50% | 26.03%-10.5pp | 33.69%-18.2pp | 160.62%-145.1pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,612 | $2,837-7.9% | $3,880-32.7% | $4,125-36.7% |
| Admin fee / account holder | $121 | $2,952-95.9% | $3,068-96.0% | $5,651-97.9% |