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 | $16,541 | $47,848-65.4% | $81,478-79.7% | $70,131-76.4% |
| Participation rate | 44.1% | 58.3%-14.2pp | 68.0%-23.8pp | 69.5%-25.4pp |
| Annual return | 36.20% | 27.25%+9.0pp | 38.78%-2.6pp | 73.14%-36.9pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,440 | $2,453-41.3% | $3,537-59.3% | $3,332-56.8% |
| Admin fee / account holder | $123 | $3,145-96.1% | $4,561-97.3% | $4,645-97.4% |