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 | $23,438 | $63,346-63.0% | $92,233-74.6% | $70,131-66.6% |
| Participation rate | 69.2% | 68.7%+0.6pp | 76.5%-7.2pp | 69.5%-0.3pp |
| Annual return | 13.60% | 530.12%-516.5pp | 176.28%-162.7pp | 73.14%-59.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,051 | $2,854-28.1% | $3,897-47.4% | $3,332-38.5% |
| Admin fee / account holder | $208 | $3,840-94.6% | $5,194-96.0% | $4,645-95.5% |