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 5-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 | $47,425 | $124,281-61.8% | $109,143-56.5% | $167,490-71.7% |
| Participation rate | 58.8% | 79.4%-20.6pp | 75.9%-17.1pp | 82.1%-23.3pp |
| Annual return | 84.43% | 26.04%+58.4pp | 25.75%+58.7pp | 478.56%-394.1pp |
| Employer contribution / active EE | $0 | $4,207-100.0% | $3,722-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,530 | $5,255-51.8% | $4,653-45.6% | $6,341-60.1% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |