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 | $23,312 | $58,208-59.9% | $81,812-71.5% | $80,856-71.2% |
| Participation rate | 40.0% | 63.4%-23.4pp | 72.3%-32.3pp | 67.6%-27.6pp |
| Annual return | 12.36% | 41.66%-29.3pp | 773.79%-761.4pp | 35.59%-23.2pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,505 | $3,281-54.1% | $4,319-65.1% | $4,296-65.0% |
| Admin fee / account holder | $116 | $4,981-97.7% | $7,386-98.4% | $6,918-98.3% |