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 | $15,939 | $49,177-67.6% | $79,464-79.9% | $64,186-75.2% |
| Participation rate | 23.1% | 65.0%-42.0pp | 73.3%-50.3pp | 69.6%-46.5pp |
| Annual return | 19.17% | -1.16%+20.3pp | 718.14%-699.0pp | 7.63%+11.5pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $988 | $2,821-65.0% | $3,704-73.3% | $3,470-71.5% |
| Admin fee / account holder | $26 | $3,839-99.3% | $5,113-99.5% | $4,888-99.5% |