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 | $14,599 | $77,634-81.2% | $156,549-90.7% | $62,891-76.8% |
| Participation rate | 64.0% | 71.2%-7.2pp | 84.0%-20.0pp | 69.3%-5.3pp |
| Annual return | 9.12% | 50.32%-41.2pp | 32.23%-23.1pp | 20.14%-11.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,512 | $3,045-17.5% | $4,871-48.4% | $3,203-21.6% |
| Admin fee / account holder | $97 | $5,561-98.2% | $13,027-99.3% | $4,296-97.7% |