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 | $69,731 | $87,540-20.3% | $75,781-8.0% | $125,391-44.4% |
| Participation rate | 13.3% | 80.2%-66.8pp | 75.8%-62.5pp | 83.2%-69.9pp |
| Annual return | -3.70% | 13.48%-17.2pp | 9.68%-13.4pp | 282.22%-285.9pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,651-100.0% | $5,352-100.0% |
| Admin fee / account holder | $47 | $6,502-99.3% | $5,299-99.1% | $9,540-99.5% |