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 | $94,660 | $95,193-0.6% | $76,523+23.7% | $135,375-30.1% |
| Participation rate | 40.0% | 74.4%-34.4pp | 68.0%-28.0pp | 82.6%-42.6pp |
| Annual return | -7.79% | 4.85%-12.6pp | -0.27%-7.5pp | 519.73%-527.5pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,820 | $4,639-60.8% | $3,835-52.5% | $5,609-67.6% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |