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 | $33,391 | $148,534-77.5% | $135,903-75.4% | $139,434-76.1% |
| Participation rate | 47.4% | 83.9%-36.5pp | 81.9%-34.5pp | 80.3%-33.0pp |
| Annual return | 19.97% | 79.19%-59.2pp | 68.23%-48.3pp | 372.94%-353.0pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,151 | $8,100-48.8% | $7,758-46.5% | $6,710-38.1% |
| Admin fee / account holder | $139 | $12,400-98.9% | $10,762-98.7% | $11,403-98.8% |