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 | $86,254 | $99,341-13.2% | $84,750+1.8% | $273,961-68.5% |
| Participation rate | 47.6% | 80.7%-33.1pp | 76.6%-29.0pp | 83.0%-35.4pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.45%-41.5pp |
| Employer contribution / active EE | $972 | $4,214-76.9% | $3,574-72.8% | $4,869-80.0% |
| Participant deferral / active EE | $4,425 | $4,269+3.7% | $3,712+19.2% | $5,287-16.3% |
| Admin fee / account holder | $75 | $6,644-98.9% | $5,332-98.6% | $10,132-99.3% |