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 6-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 | $36,771 | $50,958-27.8% | $74,550-50.7% | $64,186-42.7% |
| Participation rate | 30.0% | 61.1%-31.1pp | 69.1%-39.1pp | 69.6%-39.6pp |
| Annual return | 5.71% | -1.86%+7.6pp | 32.53%-26.8pp | 7.63%-1.9pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $263 | $4,223-93.8% | $5,060-94.8% | $4,888-94.6% |