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 | $60,534 | $152,509-60.3% | $117,472-48.5% | $134,475-55.0% |
| Participation rate | 18.8% | 77.1%-58.3pp | 70.6%-51.8pp | 81.2%-62.5pp |
| Annual return | -18.14% | 52.99%-71.1pp | 29.74%-47.9pp | 417.96%-436.1pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,965 | $4,818-59.2% | $4,070-51.7% | $6,400-69.3% |
| Admin fee / account holder | $267 | $7,004-96.2% | $5,645-95.3% | $11,426-97.7% |