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 6-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 | $25,566 | $39,122-34.7% | $57,179-55.3% | $62,891-59.3% |
| Participation rate | 19.6% | 70.5%-50.9pp | 75.3%-55.8pp | 69.3%-49.7pp |
| Annual return | 7.14% | 9.23%-2.1pp | 14.59%-7.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,015 | $2,374-57.2% | $3,096-67.2% | $3,203-68.3% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |