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 9-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 | $12,949 | $103,949-87.5% | $69,182-81.3% | $273,961-95.3% |
| Participation rate | 15.8% | 67.4%-51.6pp | 55.1%-39.3pp | 83.0%-67.2pp |
| Annual return | 4.00% | 35.28%-31.3pp | -21.93%+25.9pp | 41.45%-37.5pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $284 | $2,716-89.5% | $1,897-85.0% | $5,287-94.6% |
| Admin fee / account holder | $170 | $3,671-95.4% | $2,697-93.7% | $10,132-98.3% |