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 | $23,077 | $77,899-70.4% | $149,673-84.6% | $75,163-69.3% |
| Participation rate | 21.1% | 65.6%-44.5pp | 78.8%-57.6pp | 67.2%-46.1pp |
| Annual return | 20.85% | 31.72%-10.9pp | 134.42%-113.6pp | 160.62%-139.8pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $962 | $3,411-71.8% | $5,680-83.1% | $4,125-76.7% |
| Admin fee / account holder | $0 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |