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 3-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 | $23,342 | $114,381-79.6% | $107,525-78.3% | $142,382-83.6% |
| Participation rate | 52.6% | 78.1%-25.5pp | 75.1%-22.4pp | 80.1%-27.5pp |
| Annual return | 22.95% | 242.71%-219.8pp | 181.32%-158.4pp | 217.08%-194.1pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,654 | $5,564-34.3% | $5,116-28.6% | $6,507-43.8% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |