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 | $31,989 | $176,056-81.8% | $159,436-79.9% | $167,490-80.9% |
| Participation rate | 44.4% | 84.9%-40.5pp | 82.8%-38.4pp | 82.1%-37.7pp |
| Annual return | 20.18% | 331.75%-311.6pp | 263.57%-243.4pp | 478.56%-458.4pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,302 | $7,750-31.6% | $7,352-27.9% | $6,341-16.4% |
| Admin fee / account holder | $136 | $12,554-98.9% | $10,799-98.7% | $12,309-98.9% |