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 6-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 | $35,612 | $185,822-80.8% | $169,993-79.1% | $139,434-74.5% |
| Participation rate | 30.0% | 87.8%-57.8pp | 87.0%-57.0pp | 80.3%-50.3pp |
| Annual return | 25.02% | 60.50%-35.5pp | 53.37%-28.3pp | 372.94%-347.9pp |
| Employer contribution / active EE | $0 | $7,590-100.0% | $6,785-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,510 | $11,622-52.6% | $10,408-47.1% | $6,710-17.9% |
| Admin fee / account holder | $278 | $15,381-98.2% | $12,815-97.8% | $11,403-97.6% |