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 | $31,846 | $51,576-38.3% | $129,207-75.4% | $80,856-60.6% |
| Participation rate | 58.1% | 57.0%+1.1pp | 69.6%-11.5pp | 67.6%-9.6pp |
| Annual return | 16.36% | 20.81%-4.4pp | 9417.33%-9401.0pp | 35.59%-19.2pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,379 | $2,669+26.6% | $4,168-18.9% | $4,296-21.4% |
| Admin fee / account holder | $0 | $4,305-100.0% | $7,715-100.0% | $6,918-100.0% |