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 | $64,970 | $84,527-23.1% | $67,711-4.0% | $125,391-48.2% |
| Participation rate | 9.5% | 74.8%-65.3pp | 67.5%-58.0pp | 83.2%-73.7pp |
| Annual return | -2.07% | 2.57%-4.6pp | 25.41%-27.5pp | 282.22%-284.3pp |
| Employer contribution / active EE | $229 | $3,292-93.0% | $2,559-91.0% | $4,866-95.3% |
| Participant deferral / active EE | $1,252 | $4,429-71.7% | $3,585-65.1% | $5,352-76.6% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,540-100.0% |