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 | $54,728 | $79,449-31.1% | $189,557-71.1% | $85,850-36.3% |
| Participation rate | 69.2% | 66.0%+3.2pp | 78.4%-9.2pp | 69.3%-0.1pp |
| Annual return | 14.05% | 18.45%-4.4pp | 64.17%-50.1pp | 318.53%-304.5pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,634 | $4,051-35.0% | $6,174-57.3% | $3,952-33.3% |
| Admin fee / account holder | $30 | $5,377-99.4% | $9,807-99.7% | $6,260-99.5% |