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 | $13,967 | $67,331-79.3% | $60,874-77.1% | $134,475-89.6% |
| Participation rate | 30.8% | 76.2%-45.4pp | 73.1%-42.3pp | 81.2%-50.5pp |
| Annual return | -19.57% | 49.93%-69.5pp | 16.90%-36.5pp | 417.96%-437.5pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,691 | $4,538-62.7% | $3,817-55.7% | $6,400-73.6% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |