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 | $60,199 | $68,097-11.6% | $62,929-4.3% | $137,256-56.1% |
| Participation rate | 30.8% | 77.4%-46.7pp | 73.1%-42.3pp | 80.0%-49.2pp |
| Annual return | 16.57% | 1859.11%-1842.5pp | 1063.93%-1047.4pp | 220.34%-203.8pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,913 | $4,553-14.0% | $3,888+0.6% | $6,407-38.9% |
| Admin fee / account holder | $23 | $6,521-99.6% | $5,065-99.5% | $12,270-99.8% |