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 | $28,639 | $176,377-83.8% | $134,143-78.7% | $158,922-82.0% |
| Participation rate | 50.0% | 78.7%-28.7pp | 72.2%-22.2pp | 82.0%-32.0pp |
| Annual return | 10.53% | 63.63%-53.1pp | 36.33%-25.8pp | 302.83%-292.3pp |
| Employer contribution / active EE | $0 | $5,040-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,547 | $4,091-37.8% | $3,499-27.2% | $5,982-57.4% |
| Admin fee / account holder | $20 | $8,718-99.8% | $6,684-99.7% | $11,246-99.8% |