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 | $23,306 | $102,966-77.4% | $90,281-74.2% | $152,861-84.8% |
| Participation rate | 18.2% | 75.9%-57.7pp | 73.3%-55.1pp | 82.4%-64.3pp |
| Annual return | 32.30% | 95.16%-62.9pp | 78.10%-45.8pp | 345.32%-313.0pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,557 | $4,281-63.6% | $3,885-59.9% | $5,850-73.4% |
| Admin fee / account holder | $6 | $6,171-99.9% | $5,351-99.9% | $11,596-100.0% |