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 | $10,983 | $35,183-68.8% | $73,545-85.1% | $70,131-84.3% |
| Participation rate | 49.1% | 42.9%+6.1pp | 54.9%-5.9pp | 69.5%-20.5pp |
| Annual return | 16.29% | 26.90%-10.6pp | -15.16%+31.5pp | 73.14%-56.8pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,269 | $1,220+4.1% | $1,806-29.7% | $3,332-61.9% |
| Admin fee / account holder | $63 | $2,302-97.3% | $2,320-97.3% | $4,645-98.6% |