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 7-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 | $84,552 | $59,839+41.3% | $81,983+3.1% | $79,858+5.9% |
| Participation rate | 0.0% | 61.6%-61.6pp | 69.2%-69.2pp | 69.6%-69.6pp |
| Annual return | 17.13% | 17.56%-0.4pp | 41.31%-24.2pp | 31.71%-14.6pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,349 | $2,695-49.9% | $3,722-63.8% | $3,740-63.9% |
| Admin fee / account holder | $0 | $4,287-100.0% | $5,664-100.0% | $5,306-100.0% |