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 | $58,054 | $64,480-10.0% | $81,382-28.7% | $80,856-28.2% |
| Participation rate | 17.6% | 63.9%-46.2pp | 69.5%-51.8pp | 67.6%-50.0pp |
| Annual return | 11.23% | 16.34%-5.1pp | 24.73%-13.5pp | 35.59%-24.4pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $0 | $3,094-100.0% | $3,883-100.0% | $4,296-100.0% |
| Admin fee / account holder | $153 | $5,671-97.3% | $5,768-97.4% | $6,918-97.8% |