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 | $17,606 | $56,054-68.6% | $171,082-89.7% | $62,891-72.0% |
| Participation rate | 35.7% | 62.9%-27.2pp | 76.7%-41.0pp | 69.3%-33.6pp |
| Annual return | 8.57% | 22.52%-14.0pp | 32.56%-24.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,327 | $3,158-58.0% | $4,797-72.3% | $3,203-58.6% |
| Admin fee / account holder | $257 | $3,647-92.9% | $8,520-97.0% | $4,296-94.0% |