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 | $35,507 | $127,386-72.1% | $115,037-69.1% | $125,391-71.7% |
| Participation rate | 12.5% | 84.2%-71.7pp | 81.4%-68.9pp | 83.2%-70.7pp |
| Annual return | 0.78% | 31.28%-30.5pp | 26.14%-25.4pp | 282.22%-281.4pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $21 | $9,516-99.8% | $8,175-99.7% | $9,540-99.8% |