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 | $21,585 | $77,419-72.1% | $69,455-68.9% | $152,861-85.9% |
| Participation rate | 62.5% | 78.1%-15.6pp | 74.6%-12.1pp | 82.4%-19.9pp |
| Annual return | 18.58% | 39.06%-20.5pp | 28.97%-10.4pp | 345.32%-326.7pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,475 | $4,414-43.9% | $3,535-30.0% | $5,850-57.7% |
| Admin fee / account holder | $225 | $6,207-96.4% | $3,839-94.1% | $11,596-98.1% |