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 | $40,232 | $63,764-36.9% | $81,930-50.9% | $79,858-49.6% |
| Participation rate | 62.7% | 67.5%-4.8pp | 72.0%-9.3pp | 69.6%-6.9pp |
| Annual return | 17.45% | 22.66%-5.2pp | 29.49%-12.0pp | 31.71%-14.3pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,947 | $2,780-30.0% | $7,107-72.6% | $3,740-47.9% |
| Admin fee / account holder | $16 | $4,426-99.6% | $5,158-99.7% | $5,306-99.7% |