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 | $27,053 | $64,348-58.0% | $90,160-70.0% | $70,131-61.4% |
| Participation rate | 51.7% | 70.4%-18.7pp | 76.9%-25.2pp | 69.5%-17.8pp |
| Annual return | 140.98% | 28.13%+112.8pp | 34.88%+106.1pp | 73.14%+67.8pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,272 | $4,389-2.7% | $5,288-19.2% | $3,332+28.2% |
| Admin fee / account holder | $69 | $3,944-98.2% | $5,943-98.8% | $4,645-98.5% |