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 | $14,879 | $39,019-61.9% | $80,716-81.6% | $85,850-82.7% |
| Participation rate | 67.6% | 41.5%+26.1pp | 54.2%+13.5pp | 69.3%-1.7pp |
| Annual return | 14.40% | 26.27%-11.9pp | 87.28%-72.9pp | 318.53%-304.1pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $827 | $1,326-37.6% | $2,146-61.4% | $3,952-79.1% |
| Admin fee / account holder | $177 | $2,431-92.7% | $3,380-94.8% | $6,260-97.2% |