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 9-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 | $36,221 | $96,557-62.5% | $80,975-55.3% | $273,961-86.8% |
| Participation rate | 52.6% | 79.1%-26.5pp | 75.8%-23.2pp | 83.0%-30.4pp |
| Annual return | 7.75% | 15.14%-7.4pp | 17.10%-9.4pp | 41.45%-33.7pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,185 | $6,598-66.9% | $5,696-61.6% | $5,287-58.7% |
| Admin fee / account holder | $20 | $7,492-99.7% | $5,516-99.6% | $10,132-99.8% |