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 6-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 | $62,367 | $100,970-38.2% | $96,576-35.4% | $137,256-54.6% |
| Participation rate | 54.5% | 82.6%-28.1pp | 81.4%-26.9pp | 80.0%-25.4pp |
| Annual return | 19.16% | 38.16%-19.0pp | 38.47%-19.3pp | 220.34%-201.2pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,385 | $8,286-22.9% | $7,956-19.8% | $6,407-0.3% |
| Admin fee / account holder | $91 | $11,312-99.2% | $11,381-99.2% | $12,270-99.3% |