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 | $65,036 | $95,971-32.2% | $74,550-12.8% | $135,375-52.0% |
| Participation rate | 68.8% | 75.7%-6.9pp | 69.1%-0.4pp | 82.6%-13.9pp |
| Annual return | -3.45% | 56.96%-60.4pp | 32.53%-36.0pp | 519.73%-523.2pp |
| Employer contribution / active EE | $476 | $2,716-82.5% | $1,961-75.7% | $4,779-90.0% |
| Participant deferral / active EE | $2,470 | $3,843-35.7% | $3,108-20.5% | $5,609-56.0% |
| Admin fee / account holder | $2 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |