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 | $24,233 | $39,122-38.1% | $57,179-57.6% | $62,891-61.5% |
| Participation rate | 63.0% | 70.5%-7.5pp | 75.3%-12.4pp | 69.3%-6.3pp |
| Annual return | 7.85% | 9.23%-1.4pp | 14.59%-6.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,875 | $2,374+21.1% | $3,096-7.1% | $3,203-10.2% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |