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 | $38,628 | $56,897-32.1% | $84,750-54.4% | $62,891-38.6% |
| Participation rate | 54.8% | 68.5%-13.7pp | 76.6%-21.8pp | 69.3%-14.5pp |
| Annual return | 10.34% | 6.30%+4.0pp | 22.78%-12.4pp | 20.14%-9.8pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,622 | $2,709-40.1% | $3,712-56.3% | $3,203-49.4% |
| Admin fee / account holder | $85 | $3,581-97.6% | $5,332-98.4% | $4,296-98.0% |