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 | $57,660 | $133,958-57.0% | $112,228-48.6% | $134,475-57.1% |
| Participation rate | 29.2% | 78.6%-49.4pp | 75.1%-45.9pp | 81.2%-52.1pp |
| Annual return | -8.89% | 47.11%-56.0pp | 27.45%-36.3pp | 417.96%-426.9pp |
| Employer contribution / active EE | $0 | $4,038-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,468 | $5,291-53.4% | $4,728-47.8% | $6,400-61.4% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |