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 | $47,956 | $46,869+2.3% | $122,332-60.8% | $70,131-31.6% |
| Participation rate | 24.1% | 58.2%-34.1pp | 71.6%-47.5pp | 69.5%-45.4pp |
| Annual return | 20.63% | 24.22%-3.6pp | 30.27%-9.6pp | 73.14%-52.5pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,819 | $2,166-16.0% | $3,287-44.7% | $3,332-45.4% |
| Admin fee / account holder | $0 | $3,322-100.0% | $5,478-100.0% | $4,645-100.0% |