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 10-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 | $13,176 | $45,863-71.3% | $77,024-82.9% | $68,494-80.8% |
| Participation rate | 23.8% | 55.9%-32.1pp | 67.9%-44.1pp | 67.9%-44.1pp |
| Annual return | 9.43% | 1.72%+7.7pp | 42.32%-32.9pp | -7.84%+17.3pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $2,962-100.0% | $4,426-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,425-100.0% | $5,403-100.0% |