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 | $22,486 | $165,335-86.4% | $149,696-85.0% | $158,922-85.9% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 23.97% | 348.15%-324.2pp | 276.60%-252.6pp | 302.83%-278.9pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $8,522 | $7,181+18.7% | $6,842+24.6% | $5,982+42.5% |
| Admin fee / account holder | $199 | $10,807-98.2% | $9,309-97.9% | $11,246-98.2% |