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 | $44,671 | $105,860-57.8% | $90,749-50.8% | $134,475-66.8% |
| Participation rate | 54.5% | 78.2%-23.7pp | 75.7%-21.1pp | 81.2%-26.7pp |
| Annual return | -13.69% | -11.01%-2.7pp | -12.16%-1.5pp | 417.96%-431.7pp |
| Employer contribution / active EE | $1,146 | $3,462-66.9% | $2,921-60.7% | $4,740-75.8% |
| Participant deferral / active EE | $2,724 | $5,216-47.8% | $4,564-40.3% | $6,400-57.4% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |