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 | $49,823 | $105,860-52.9% | $90,749-45.1% | $134,475-62.9% |
| Participation rate | 35.7% | 78.2%-42.5pp | 75.7%-40.0pp | 81.2%-45.5pp |
| Annual return | -16.86% | -11.01%-5.8pp | -12.16%-4.7pp | 417.96%-434.8pp |
| Employer contribution / active EE | $955 | $3,462-72.4% | $2,921-67.3% | $4,740-79.9% |
| Participant deferral / active EE | $2,245 | $5,216-57.0% | $4,564-50.8% | $6,400-64.9% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |