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 7-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 | $33,293 | $45,073-26.1% | $69,455-52.1% | $72,985-54.4% |
| Participation rate | 42.9% | 68.5%-25.6pp | 74.6%-31.8pp | 69.5%-26.6pp |
| Annual return | 18.09% | 22.65%-4.6pp | 28.97%-10.9pp | 81.00%-62.9pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,002 | $2,602+53.8% | $3,535+13.2% | $3,607+10.9% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,839-100.0% | $5,124-100.0% |