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 | $25,626 | $127,386-79.9% | $115,037-77.7% | $125,391-79.6% |
| Participation rate | 42.9% | 84.2%-41.3pp | 81.4%-38.5pp | 83.2%-40.3pp |
| Annual return | -3.20% | 31.28%-34.5pp | 26.14%-29.3pp | 282.22%-285.4pp |
| Employer contribution / active EE | $985 | $5,166-80.9% | $4,608-78.6% | $4,866-79.7% |
| Participant deferral / active EE | $2,906 | $6,423-54.8% | $6,026-51.8% | $5,352-45.7% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |