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 3-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 | $21,782 | $60,444-64.0% | $68,948-68.4% | $82,448-73.6% |
| Participation rate | 25.5% | 73.6%-48.1pp | 79.2%-53.6pp | 68.1%-42.6pp |
| Annual return | 24.47% | 15.42%+9.1pp | 28.39%-3.9pp | 41.64%-17.2pp |
| Employer contribution / active EE | $0 | $3,449-100.0% | $4,165-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,735 | $3,658-52.6% | $6,186-72.0% | $4,139-58.1% |
| Admin fee / account holder | $231 | $6,421-96.4% | $7,539-96.9% | $7,234-96.8% |