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 | $60,692 | $127,386-52.4% | $115,037-47.2% | $125,391-51.6% |
| Participation rate | 69.2% | 84.2%-14.9pp | 81.4%-12.1pp | 83.2%-14.0pp |
| Annual return | -1.91% | 31.28%-33.2pp | 26.14%-28.1pp | 282.22%-284.1pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $9,416 | $6,423+46.6% | $6,026+56.2% | $5,352+75.9% |
| Admin fee / account holder | $22 | $9,516-99.8% | $8,175-99.7% | $9,540-99.8% |