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 | $22,251 | $81,625-72.7% | $58,482-62.0% | $139,434-84.0% |
| Participation rate | 28.6% | 61.3%-32.8pp | 50.9%-22.3pp | 80.3%-51.7pp |
| Annual return | 9.20% | 7404.20%-7395.0pp | 4239.32%-4230.1pp | 372.94%-363.7pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $522 | $2,557-79.6% | $1,924-72.9% | $6,710-92.2% |
| Admin fee / account holder | $90 | $3,265-97.2% | $2,516-96.4% | $11,403-99.2% |