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 | $73,460 | $73,787-0.4% | $98,716-25.6% | $82,448-10.9% |
| Participation rate | 59.3% | 61.4%-2.1pp | 69.3%-10.0pp | 68.1%-8.8pp |
| Annual return | 14.30% | 18.57%-4.3pp | 31.81%-17.5pp | 41.64%-27.3pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,542 | $3,081-50.0% | $4,048-61.9% | $4,139-62.7% |
| Admin fee / account holder | $140 | $6,500-97.8% | $8,703-98.4% | $7,234-98.1% |