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 4-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 | $9,788 | $101,618-90.4% | $93,063-89.5% | $137,256-92.9% |
| Participation rate | 7.1% | 74.9%-67.8pp | 72.1%-65.0pp | 80.0%-72.8pp |
| Annual return | 13.08% | 223.95%-210.9pp | 34.15%-21.1pp | 220.34%-207.3pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $130 | $6,198-97.9% | $6,033-97.8% | $12,270-98.9% |