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 | $28,294 | $70,428-59.8% | $96,562-70.7% | $85,850-67.0% |
| Participation rate | 61.3% | 61.8%-0.5pp | 69.8%-8.5pp | 69.3%-8.0pp |
| Annual return | 15.78% | 18.59%-2.8pp | 37.78%-22.0pp | 318.53%-302.7pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,679 | $2,894-7.4% | $3,849-30.4% | $3,952-32.2% |
| Admin fee / account holder | $201 | $4,997-96.0% | $6,181-96.7% | $6,260-96.8% |