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 | $25,989 | $45,035-42.3% | $62,995-58.7% | $70,131-62.9% |
| Participation rate | 7.1% | 69.5%-62.4pp | 74.8%-67.7pp | 69.5%-62.4pp |
| Annual return | 15.85% | 18.76%-2.9pp | 87.57%-71.7pp | 73.14%-57.3pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $857 | $2,465-65.2% | $3,329-74.3% | $3,332-74.3% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |