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 4-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 | $80,853 | $81,460-0.7% | $103,333-21.8% | $80,8560% |
| Participation rate | 6.7% | 66.8%-60.2pp | 74.5%-67.8pp | 67.6%-61.0pp |
| Annual return | 13.82% | 25.55%-11.7pp | 24.88%-11.1pp | 35.59%-21.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,760 | $3,869-54.5% | $5,057-65.2% | $4,296-59.0% |
| Admin fee / account holder | $20 | $6,566-99.7% | $8,355-99.8% | $6,918-99.7% |