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 | $25,877 | $60,349-57.1% | $74,183-65.1% | $62,891-58.9% |
| Participation rate | 44.4% | 72.7%-28.3pp | 76.6%-32.2pp | 69.3%-24.9pp |
| Annual return | 6.05% | 21.37%-15.3pp | 17.74%-11.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,012 | $2,856+5.5% | $3,550-15.1% | $3,203-5.9% |
| Admin fee / account holder | $238 | $4,261-94.4% | $5,586-95.7% | $4,296-94.5% |