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 8-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 | $12,028 | $45,073-73.3% | $69,455-82.7% | $72,985-83.5% |
| Participation rate | 33.3% | 68.5%-35.2pp | 74.6%-41.3pp | 69.5%-36.2pp |
| Annual return | 59.72% | 22.65%+37.1pp | 28.97%+30.8pp | 81.00%-21.3pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,328 | $2,602+27.9% | $3,535-5.9% | $3,607-7.7% |
| Admin fee / account holder | $108 | $3,056-96.5% | $3,839-97.2% | $5,124-97.9% |