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 | $31,626 | $45,152-30.0% | $73,843-57.2% | $59,632-47.0% |
| Participation rate | 42.5% | 64.0%-21.5pp | 73.4%-30.9pp | 68.7%-26.2pp |
| Annual return | 0.98% | 27.40%-26.4pp | 2267.84%-2266.9pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,624 | $2,574+2.0% | $3,583-26.8% | $3,192-17.8% |
| Admin fee / account holder | $52 | $3,516-98.5% | $4,880-98.9% | $4,297-98.8% |