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 4-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 | $38,971 | $93,346-58.3% | $71,796-45.7% | $273,961-85.8% |
| Participation rate | 63.2% | 76.5%-13.4pp | 69.1%-6.0pp | 83.0%-19.9pp |
| Annual return | 8.04% | 130.39%-122.3pp | 78.04%-70.0pp | 41.45%-33.4pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,173 | $3,475-37.5% | $2,794-22.3% | $5,287-58.9% |
| Admin fee / account holder | $207 | $6,571-96.8% | $4,815-95.7% | $10,132-98.0% |