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 | $16,381 | $90,503-81.9% | $78,689-79.2% | $273,961-94.0% |
| Participation rate | 60.9% | 76.5%-15.6pp | 73.6%-12.7pp | 83.0%-22.1pp |
| Annual return | 7.42% | 75.60%-68.2pp | 62.18%-54.8pp | 41.45%-34.0pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $825 | $3,901-78.8% | $3,517-76.5% | $5,287-84.4% |
| Admin fee / account holder | $254 | $5,263-95.2% | $4,510-94.4% | $10,132-97.5% |