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 4-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 | $6,193 | $97,125-93.6% | $86,233-92.8% | $137,256-95.5% |
| Participation rate | 4.3% | 74.2%-69.8pp | 69.0%-64.7pp | 80.0%-75.6pp |
| Annual return | 19.44% | 74.19%-54.7pp | 61.39%-41.9pp | 220.34%-200.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $25 | $9,725-99.7% | $8,342-99.7% | $12,270-99.8% |