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 | $48,952 | $105,998-53.8% | $92,233-46.9% | $147,584-66.8% |
| Participation rate | 38.9% | 80.4%-41.5pp | 76.5%-37.6pp | 82.8%-43.9pp |
| Annual return | 19.76% | 50.05%-30.3pp | 176.28%-156.5pp | 578.55%-558.8pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,889 | $4,478-13.2% | $3,897-0.2% | $5,439-28.5% |
| Admin fee / account holder | $280 | $6,332-95.6% | $5,194-94.6% | $10,885-97.4% |