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 | $25,108 | $99,079-74.7% | $77,999-67.8% | $273,961-90.8% |
| Participation rate | 68.8% | 78.6%-9.8pp | 75.5%-6.8pp | 83.0%-14.3pp |
| Annual return | 8.54% | 217.93%-209.4pp | 425.96%-417.4pp | 41.45%-32.9pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,314 | $4,306-69.5% | $3,497-62.4% | $5,287-75.1% |
| Admin fee / account holder | $65 | $8,954-99.3% | $5,480-98.8% | $10,132-99.4% |