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 | $68,959 | $102,317-32.6% | $146,958-53.1% | $80,856-14.7% |
| Participation rate | 54.2% | 75.8%-21.7pp | 82.2%-28.0pp | 67.6%-13.5pp |
| Annual return | 16.18% | 134.76%-118.6pp | 418.34%-402.2pp | 35.59%-19.4pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,120 | $6,644-38.0% | $8,070-48.9% | $4,296-4.1% |
| Admin fee / account holder | $26 | $7,941-99.7% | $12,998-99.8% | $6,918-99.6% |