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 | $23,934 | $48,076-50.2% | $78,689-69.6% | $62,891-61.9% |
| Participation rate | 17.9% | 65.2%-47.3pp | 73.6%-55.7pp | 69.3%-51.4pp |
| Annual return | 6.52% | 31.35%-24.8pp | 62.18%-55.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,123 | $2,588-56.6% | $3,517-68.1% | $3,203-64.9% |
| Admin fee / account holder | $106 | $3,207-96.7% | $4,510-97.6% | $4,296-97.5% |