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 7-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 | $16,926 | $48,795-65.3% | $65,493-74.2% | $84,808-80.0% |
| Participation rate | 31.8% | 67.0%-35.2pp | 73.1%-41.3pp | 68.3%-36.5pp |
| Annual return | 16.86% | 20.20%-3.3pp | 982.45%-965.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,074 | $2,928-63.3% | $3,961-72.9% | $4,212-74.5% |
| Admin fee / account holder | $26 | $3,877-99.3% | $5,028-99.5% | $7,344-99.6% |