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 | $23,332 | $97,881-76.2% | $80,004-70.8% | $125,391-81.4% |
| Participation rate | 60.0% | 77.9%-17.9pp | 73.0%-13.0pp | 83.2%-23.2pp |
| Annual return | -2.77% | 9.36%-12.1pp | 7.63%-10.4pp | 282.22%-285.0pp |
| Employer contribution / active EE | $563 | $3,128-82.0% | $2,473-77.2% | $4,866-88.4% |
| Participant deferral / active EE | $2,495 | $3,744-33.4% | $3,204-22.1% | $5,352-53.4% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,540-100.0% |