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 | $46,107 | $117,690-60.8% | $71,735-35.7% | $134,475-65.7% |
| Participation rate | 46.7% | 68.8%-22.2pp | 62.3%-15.6pp | 81.2%-34.6pp |
| Annual return | -15.25% | 25.44%-40.7pp | 9.14%-24.4pp | 417.96%-433.2pp |
| Employer contribution / active EE | $718 | $2,525-71.6% | $1,704-57.9% | $4,740-84.9% |
| Participant deferral / active EE | $2,649 | $3,759-29.5% | $2,658-0.4% | $6,400-58.6% |
| Admin fee / account holder | $0 | $6,379-100.0% | $3,974-100.0% | $11,426-100.0% |