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 | $22,684 | $127,386-82.2% | $115,037-80.3% | $125,391-81.9% |
| Participation rate | 52.9% | 84.2%-31.2pp | 81.4%-28.4pp | 83.2%-30.2pp |
| Annual return | 0.39% | 31.28%-30.9pp | 26.14%-25.8pp | 282.22%-281.8pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,125 | $6,423-35.8% | $6,026-31.6% | $5,352-22.9% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |