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 | $31,377 | $227,553-86.2% | $189,557-83.4% | $167,490-81.3% |
| Participation rate | 68.8% | 82.5%-13.7pp | 78.4%-9.7pp | 82.1%-13.4pp |
| Annual return | 9.38% | 78.40%-69.0pp | 64.17%-54.8pp | 478.56%-469.2pp |
| Employer contribution / active EE | $993 | $5,316-81.3% | $4,412-77.5% | $4,837-79.5% |
| Participant deferral / active EE | $4,559 | $7,002-34.9% | $6,174-26.2% | $6,341-28.1% |
| Admin fee / account holder | $4 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |