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 | $74,532 | $113,935-34.6% | $94,224-20.9% | $125,391-40.6% |
| Participation rate | 12.5% | 82.9%-70.4pp | 78.8%-66.3pp | 83.2%-70.7pp |
| Annual return | 0.64% | 5.29%-4.6pp | 10.68%-10.0pp | 282.22%-281.6pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $239 | $8,391-97.2% | $6,269-96.2% | $9,540-97.5% |