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 | $49,807 | $232,540-78.6% | $185,117-73.1% | $147,584-66.3% |
| Participation rate | 30.0% | 82.4%-52.4pp | 77.3%-47.3pp | 82.8%-52.8pp |
| Annual return | 17.15% | 43.03%-25.9pp | 40.50%-23.3pp | 578.55%-561.4pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,124 | $5,834-80.7% | $5,045-77.7% | $5,439-79.3% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |