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 | $29,822 | $96,484-69.1% | $75,886-60.7% | $152,861-80.5% |
| Participation rate | 57.1% | 76.2%-19.0pp | 69.3%-12.1pp | 82.4%-25.3pp |
| Annual return | 23.43% | 33.98%-10.5pp | 30.76%-7.3pp | 345.32%-321.9pp |
| Employer contribution / active EE | $0 | $3,309-100.0% | $2,500-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,426 | $4,553-46.7% | $3,603-32.7% | $5,850-58.5% |
| Admin fee / account holder | $20 | $8,078-99.8% | $5,418-99.6% | $11,596-99.8% |