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 | $62,367 | $106,584-41.5% | $101,326-38.4% | $142,382-56.2% |
| Participation rate | 54.5% | 82.7%-28.1pp | 81.5%-27.0pp | 80.1%-25.6pp |
| Annual return | 19.16% | 36.93%-17.8pp | 36.82%-17.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $6,385 | $8,297-23.0% | $7,994-20.1% | $6,507-1.9% |
| Admin fee / account holder | $91 | $11,446-99.2% | $11,185-99.2% | $12,624-99.3% |