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 7-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 | $26,149 | $48,230-45.8% | $67,502-61.3% | $80,856-67.7% |
| Participation rate | 35.3% | 66.4%-31.1pp | 72.9%-37.6pp | 67.6%-32.3pp |
| Annual return | 16.20% | 18.28%-2.1pp | 3512.12%-3495.9pp | 35.59%-19.4pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,604 | $2,924-45.1% | $4,000-59.9% | $4,296-62.7% |
| Admin fee / account holder | $213 | $3,681-94.2% | $3,998-94.7% | $6,918-96.9% |