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 | $45,545 | $107,791-57.7% | $90,645-49.8% | $135,375-66.4% |
| Participation rate | 25.0% | 78.0%-53.0pp | 74.0%-49.0pp | 82.6%-57.6pp |
| Annual return | -5.75% | -0.90%-4.8pp | 1.88%-7.6pp | 519.73%-525.5pp |
| Employer contribution / active EE | $340 | $3,018-88.7% | $2,532-86.6% | $4,779-92.9% |
| Participant deferral / active EE | $850 | $3,872-78.0% | $3,425-75.2% | $5,609-84.8% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |