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 | $25,256 | $176,662-85.7% | $130,648-80.7% | $152,861-83.5% |
| Participation rate | 64.3% | 79.0%-14.7pp | 71.7%-7.5pp | 82.4%-18.2pp |
| Annual return | 21.63% | 2692.24%-2670.6pp | 1708.96%-1687.3pp | 345.32%-323.7pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,641 | $4,361-62.4% | $3,603-54.5% | $5,850-72.0% |
| Admin fee / account holder | $20 | $7,133-99.7% | $5,464-99.6% | $11,596-99.8% |