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 5-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 | $12,744 | $60,022-78.8% | $88,946-85.7% | $84,808-85.0% |
| Participation rate | 58.9% | 57.8%+1.1pp | 68.8%-9.9pp | 68.3%-9.4pp |
| Annual return | 14.20% | 22.43%-8.2pp | 57.82%-43.6pp | 40.90%-26.7pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,582 | $3,114-49.2% | $4,581-65.5% | $4,212-62.4% |
| Admin fee / account holder | $195 | $4,811-95.9% | $8,261-97.6% | $7,344-97.3% |