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 | $36,107 | $152,509-76.3% | $117,472-69.3% | $134,475-73.1% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -15.02% | 52.99%-68.0pp | 29.74%-44.8pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,834 | $5,571-67.1% | $4,176-56.1% | $4,740-61.3% |
| Participant deferral / active EE | $3,583 | $4,818-25.6% | $4,070-12.0% | $6,400-44.0% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |