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 | $94,243 | $149,679-37.0% | $117,039-19.5% | $147,584-36.1% |
| Participation rate | 25.0% | 83.5%-58.5pp | 77.2%-52.2pp | 82.8%-57.8pp |
| Annual return | 22.50% | 19.31%+3.2pp | 18.95%+3.5pp | 578.55%-556.1pp |
| Employer contribution / active EE | $0 | $4,937-100.0% | $3,785-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,500 | $4,912-8.4% | $3,929+14.5% | $5,439-17.3% |
| Admin fee / account holder | $205 | $7,856-97.4% | $5,974-96.6% | $10,885-98.1% |