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 7-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 | $14,998 | $91,190-83.6% | $178,490-91.6% | $79,858-81.2% |
| Participation rate | 56.1% | 69.2%-13.1pp | 81.9%-25.8pp | 69.6%-13.5pp |
| Annual return | 16.60% | 24.19%-7.6pp | 151.07%-134.5pp | 31.71%-15.1pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,884 | $3,236-41.8% | $5,202-63.8% | $3,740-49.6% |
| Admin fee / account holder | $13 | $6,751-99.8% | $13,984-99.9% | $5,306-99.7% |