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 7-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 | $29,209 | $46,553-37.3% | $64,056-54.4% | $75,163-61.1% |
| Participation rate | 25.0% | 65.9%-40.9pp | 72.3%-47.3pp | 67.2%-42.2pp |
| Annual return | 29.21% | 26.03%+3.2pp | 33.69%-4.5pp | 160.62%-131.4pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,821 | $2,837-35.8% | $3,880-53.1% | $4,125-55.9% |
| Admin fee / account holder | $284 | $2,952-90.4% | $3,068-90.8% | $5,651-95.0% |