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 | $34,591 | $113,935-69.6% | $94,224-63.3% | $125,391-72.4% |
| Participation rate | 37.5% | 82.9%-45.4pp | 78.8%-41.3pp | 83.2%-45.7pp |
| Annual return | -2.74% | 5.29%-8.0pp | 10.68%-13.4pp | 282.22%-285.0pp |
| Employer contribution / active EE | $1,709 | $4,727-63.8% | $3,587-52.4% | $4,866-64.9% |
| Participant deferral / active EE | $5,662 | $5,179+9.3% | $4,320+31.1% | $5,352+5.8% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |