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 9-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 | $19,803 | $48,076-58.8% | $78,689-74.8% | $62,891-68.5% |
| Participation rate | 29.6% | 65.2%-35.6pp | 73.6%-43.9pp | 69.3%-39.7pp |
| Annual return | 12.23% | 31.35%-19.1pp | 62.18%-49.9pp | 20.14%-7.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,472 | $2,588-43.1% | $3,517-58.2% | $3,203-54.0% |
| Admin fee / account holder | $0 | $3,207-100.0% | $4,510-100.0% | $4,296-100.0% |