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 | $31,715 | $49,177-35.5% | $79,464-60.1% | $64,186-50.6% |
| Participation rate | 64.3% | 65.0%-0.7pp | 73.3%-9.1pp | 69.6%-5.3pp |
| Annual return | -5.24% | -1.16%-4.1pp | 718.14%-723.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,039 | $2,076-50.0% | $2,800-62.9% | $2,381-56.4% |
| Participant deferral / active EE | $1,817 | $2,821-35.6% | $3,704-50.9% | $3,470-47.6% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,113-100.0% | $4,888-100.0% |