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 | $64,941 | $76,000-14.6% | $154,107-57.9% | $64,186+1.2% |
| Participation rate | 53.8% | 70.4%-16.6pp | 83.0%-29.2pp | 69.6%-15.7pp |
| Annual return | -2.09% | 30.32%-32.4pp | 735.12%-737.2pp | 7.63%-9.7pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,735 | $3,175-13.9% | $5,081-46.2% | $3,470-21.2% |
| Admin fee / account holder | $300 | $5,596-94.6% | $13,411-97.8% | $4,888-93.9% |