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 | $22,318 | $65,685-66.0% | $57,179-61.0% | $273,961-91.9% |
| Participation rate | 57.1% | 78.3%-21.2pp | 75.3%-18.2pp | 83.0%-25.9pp |
| Annual return | 5.64% | 21.99%-16.4pp | 14.59%-8.9pp | 41.45%-35.8pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,502 | $3,782-60.3% | $3,096-51.5% | $5,287-71.6% |
| Admin fee / account holder | $229 | $4,835-95.3% | $3,139-92.7% | $10,132-97.7% |