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 | $44,317 | $100,970-56.1% | $96,576-54.1% | $137,256-67.7% |
| Participation rate | 46.7% | 82.6%-35.9pp | 81.4%-34.8pp | 80.0%-33.3pp |
| Annual return | 15.19% | 38.16%-23.0pp | 38.47%-23.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,012 | $8,286-63.7% | $7,956-62.1% | $6,407-53.0% |
| Admin fee / account holder | $222 | $11,312-98.0% | $11,381-98.0% | $12,270-98.2% |