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 | $38,716 | $69,207-44.1% | $64,056-39.6% | $139,434-72.2% |
| Participation rate | 60.0% | 75.6%-15.6pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 16.00% | 45.88%-29.9pp | 33.69%-17.7pp | 372.94%-356.9pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,055 | $4,682+8.0% | $3,880+30.3% | $6,710-24.7% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |