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 | $52,581 | $81,632-35.6% | $70,449-25.4% | $158,922-66.9% |
| Participation rate | 33.3% | 77.7%-44.4pp | 75.1%-41.7pp | 82.0%-48.6pp |
| Annual return | 12.19% | 208.40%-196.2pp | 109.03%-96.8pp | 302.83%-290.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,715 | $4,554-62.3% | $3,709-53.8% | $5,982-71.3% |
| Admin fee / account holder | $228 | $6,193-96.3% | $3,845-94.1% | $11,246-98.0% |