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 | $25,558 | $43,075-40.7% | $74,583-65.7% | $62,891-59.4% |
| Participation rate | 29.0% | 58.1%-29.1pp | 68.1%-39.1pp | 69.3%-40.3pp |
| Annual return | 6.26% | 17.50%-11.2pp | 20.47%-14.2pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $928 | $2,389-61.1% | $3,458-73.2% | $3,203-71.0% |
| Admin fee / account holder | $271 | $2,840-90.5% | $4,138-93.5% | $4,296-93.7% |