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 | $15,175 | $85,202-82.2% | $172,739-91.2% | $72,985-79.2% |
| Participation rate | 47.8% | 70.1%-22.2pp | 82.6%-34.8pp | 69.5%-21.7pp |
| Annual return | 25.43% | 27.32%-1.9pp | 802.84%-777.4pp | 81.00%-55.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,029 | $3,260-37.8% | $5,198-61.0% | $3,607-43.7% |
| Admin fee / account holder | $87 | $5,884-98.5% | $13,954-99.4% | $5,124-98.3% |