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 | $56,116 | $84,527-33.6% | $67,711-17.1% | $125,391-55.2% |
| Participation rate | 23.1% | 74.8%-51.7pp | 67.5%-44.4pp | 83.2%-60.1pp |
| Annual return | -3.20% | 2.57%-5.8pp | 25.41%-28.6pp | 282.22%-285.4pp |
| Employer contribution / active EE | $289 | $3,292-91.2% | $2,559-88.7% | $4,866-94.1% |
| Participant deferral / active EE | $2,752 | $4,429-37.9% | $3,585-23.2% | $5,352-48.6% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,540-100.0% |