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 | $76,566 | $54,762+39.8% | $90,281-15.2% | $72,985+4.9% |
| Participation rate | 35.0% | 65.1%-30.1pp | 73.3%-38.3pp | 69.5%-34.5pp |
| Annual return | 19.69% | 30.63%-10.9pp | 78.10%-58.4pp | 81.00%-61.3pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,074 | $2,887-62.8% | $3,885-72.4% | $3,607-70.2% |
| Admin fee / account holder | $9 | $3,972-99.8% | $5,351-99.8% | $5,124-99.8% |