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 | $16,489 | $54,762-69.9% | $90,281-81.7% | $72,985-77.4% |
| Participation rate | 28.6% | 65.1%-36.6pp | 73.3%-44.7pp | 69.5%-40.9pp |
| Annual return | 21.21% | 30.63%-9.4pp | 78.10%-56.9pp | 81.00%-59.8pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $966 | $2,887-66.5% | $3,885-75.1% | $3,607-73.2% |
| Admin fee / account holder | $32 | $3,972-99.2% | $5,351-99.4% | $5,124-99.4% |