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 9-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 | $21,931 | $42,383-48.3% | $76,523-71.3% | $64,186-65.8% |
| Participation rate | 25.7% | 58.1%-32.4pp | 68.0%-42.3pp | 69.6%-43.9pp |
| Annual return | 69.00% | -16.54%+85.5pp | -0.27%+69.3pp | 7.63%+61.4pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,076 | $2,566-58.1% | $3,835-71.9% | $3,470-69.0% |
| Admin fee / account holder | $0 | $3,198-100.0% | $4,848-100.0% | $4,888-100.0% |