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 | $32,395 | $106,584-69.6% | $101,326-68.0% | $142,382-77.2% |
| Participation rate | 42.9% | 82.7%-39.8pp | 81.5%-38.6pp | 80.1%-37.3pp |
| Annual return | 22.14% | 36.93%-14.8pp | 36.82%-14.7pp | 217.08%-194.9pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,195 | $8,297-61.5% | $7,994-60.0% | $6,507-50.9% |
| Admin fee / account holder | $292 | $11,446-97.4% | $11,185-97.4% | $12,624-97.7% |