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 | $17,337 | $43,075-59.8% | $74,583-76.8% | $62,891-72.4% |
| Participation rate | 25.0% | 58.1%-33.1pp | 68.1%-43.1pp | 69.3%-44.3pp |
| Annual return | 7.91% | 17.50%-9.6pp | 20.47%-12.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,221 | $2,389-48.9% | $3,458-64.7% | $3,203-61.9% |
| Admin fee / account holder | $82 | $2,840-97.1% | $4,138-98.0% | $4,296-98.1% |