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 | $29,617 | $115,708-74.4% | $65,255-54.6% | $139,434-78.8% |
| Participation rate | 30.0% | 67.8%-37.8pp | 65.0%-35.0pp | 80.3%-50.3pp |
| Annual return | 7.82% | 31.19%-23.4pp | 47.35%-39.5pp | 372.94%-365.1pp |
| Employer contribution / active EE | $0 | $2,599-100.0% | $1,691-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $718 | $4,240-83.1% | $2,831-74.6% | $6,710-89.3% |
| Admin fee / account holder | $20 | $6,698-99.7% | $4,112-99.5% | $11,403-99.8% |