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 7-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 | $71,483 | $190,805-62.5% | $159,960-55.3% | $134,475-46.8% |
| Participation rate | 25.0% | 81.9%-56.9pp | 78.0%-53.0pp | 81.2%-56.2pp |
| Annual return | -18.76% | 552.23%-571.0pp | 408.60%-427.4pp | 417.96%-436.7pp |
| Employer contribution / active EE | $781 | $4,995-84.4% | $4,226-81.5% | $4,740-83.5% |
| Participant deferral / active EE | $3,438 | $6,923-50.3% | $6,182-44.4% | $6,400-46.3% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |