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 | $63,433 | $87,540-27.5% | $75,781-16.3% | $125,391-49.4% |
| Participation rate | 68.4% | 80.2%-11.7pp | 75.8%-7.4pp | 83.2%-14.8pp |
| Annual return | -3.28% | 13.48%-16.8pp | 9.68%-13.0pp | 282.22%-285.5pp |
| Employer contribution / active EE | $1,220 | $3,930-69.0% | $3,323-63.3% | $4,866-74.9% |
| Participant deferral / active EE | $3,728 | $4,229-11.8% | $3,651+2.1% | $5,352-30.3% |
| Admin fee / account holder | $2 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |