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 | $28,297 | $91,911-69.2% | $68,793-58.9% | $135,375-79.1% |
| Participation rate | 22.7% | 76.7%-54.0pp | 72.2%-49.5pp | 82.6%-59.9pp |
| Annual return | -9.17% | -8.22%-1.0pp | -4.63%-4.5pp | 519.73%-528.9pp |
| Employer contribution / active EE | $584 | $3,924-85.1% | $2,625-77.8% | $4,779-87.8% |
| Participant deferral / active EE | $854 | $4,315-80.2% | $3,311-74.2% | $5,609-84.8% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,827-100.0% |