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 10-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 | $41,581 | $110,257-62.3% | $96,544-56.9% | $139,434-70.2% |
| Participation rate | 47.1% | 78.1%-31.0pp | 76.0%-28.9pp | 80.3%-33.3pp |
| Annual return | 14.95% | 26.32%-11.4pp | 25.84%-10.9pp | 372.94%-358.0pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,353 | $5,548-57.6% | $4,851-51.5% | $6,710-64.9% |
| Admin fee / account holder | $43 | $11,591-99.6% | $8,252-99.5% | $11,403-99.6% |