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 | $57,590-77.9% | $86,233-85.2% | $82,448-84.5% |
| Participation rate | 58.9% | 57.9%+1.0pp | 69.0%-10.1pp | 68.1%-9.2pp |
| Annual return | 14.20% | 22.41%-8.2pp | 61.39%-47.2pp | 41.64%-27.4pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,582 | $3,080-48.6% | $4,559-65.3% | $4,139-61.8% |
| Admin fee / account holder | $195 | $4,730-95.9% | $8,342-97.7% | $7,234-97.3% |