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 7-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 | $29,722 | $121,625-75.6% | $104,607-71.6% | $158,922-81.3% |
| Participation rate | 50.0% | 77.5%-27.5pp | 74.1%-24.1pp | 82.0%-32.0pp |
| Annual return | 48.61% | 465.26%-416.6pp | 340.46%-291.9pp | 302.83%-254.2pp |
| Employer contribution / active EE | $0 | $3,163-100.0% | $2,681-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $4,177-100.0% | $3,740-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |