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 | $65,034 | $159,602-59.3% | $150,045-56.7% | $142,382-54.3% |
| Participation rate | 18.8% | 84.0%-65.2pp | 82.3%-63.6pp | 80.1%-61.4pp |
| Annual return | 90.86% | 70.24%+20.6pp | 62.55%+28.3pp | 217.08%-126.2pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,780 | $8,310-66.6% | $7,997-65.2% | $6,507-57.3% |
| Admin fee / account holder | $30 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |