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 | $35,949 | $109,413-67.1% | $156,263-77.0% | $84,808-57.6% |
| Participation rate | 64.5% | 72.7%-8.2pp | 78.9%-14.4pp | 68.3%-3.8pp |
| Annual return | 12.58% | 20.18%-7.6pp | 59.47%-46.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $3,020 | $2,907+3.9% | $4,333-30.3% | $2,631+14.8% |
| Participant deferral / active EE | $0 | $4,590-100.0% | $6,158-100.0% | $4,212-100.0% |
| Admin fee / account holder | $198 | $9,357-97.9% | $14,255-98.6% | $7,344-97.3% |