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 | $26,068 | $49,025-46.8% | $87,507-70.2% | $62,891-58.6% |
| Participation rate | 52.0% | 64.9%-12.9pp | 73.8%-21.8pp | 69.3%-17.3pp |
| Annual return | 5.89% | 10.02%-4.1pp | 12.21%-6.3pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,236 | $2,289-46.0% | $3,149-60.7% | $3,203-61.4% |
| Admin fee / account holder | $252 | $4,065-93.8% | $4,221-94.0% | $4,296-94.1% |