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 6-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 | $11,539 | $57,016-79.8% | $84,966-86.4% | $80,856-85.7% |
| Participation rate | 37.9% | 56.3%-18.4pp | 67.5%-29.6pp | 67.6%-29.7pp |
| Annual return | 11.69% | 21.66%-10.0pp | 66.38%-54.7pp | 35.59%-23.9pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,180 | $3,110-62.0% | $4,519-73.9% | $4,296-72.5% |
| Admin fee / account holder | $217 | $4,980-95.6% | $6,149-96.5% | $6,918-96.9% |