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 | $81,235 | $97,044-16.3% | $83,333-2.5% | $135,375-40.0% |
| Participation rate | 40.0% | 80.4%-40.4pp | 77.8%-37.8pp | 82.6%-42.6pp |
| Annual return | -6.04% | 12.31%-18.4pp | 10.63%-16.7pp | 519.73%-525.8pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,847 | $5,964-69.0% | $5,565-66.8% | $5,609-67.1% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |