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 9-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 | $52,468 | $127,386-58.8% | $115,037-54.4% | $125,391-58.2% |
| Participation rate | 47.6% | 84.2%-36.5pp | 81.4%-33.7pp | 83.2%-35.6pp |
| Annual return | -0.62% | 31.28%-31.9pp | 26.14%-26.8pp | 282.22%-282.8pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,565 | $6,423-44.5% | $6,026-40.8% | $5,352-33.4% |
| Admin fee / account holder | $248 | $9,516-97.4% | $8,175-97.0% | $9,540-97.4% |