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 8-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 | $17,217 | $69,518-75.2% | $59,878-71.2% | $135,375-87.3% |
| Participation rate | 65.0% | 77.8%-12.8pp | 74.7%-9.7pp | 82.6%-17.6pp |
| Annual return | 2.42% | 7.94%-5.5pp | 3.46%-1.0pp | 519.73%-517.3pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,224 | $4,206-23.3% | $3,402-5.2% | $5,609-42.5% |
| Admin fee / account holder | $62 | $5,734-98.9% | $3,590-98.3% | $10,827-99.4% |