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 | $11,772 | $95,862-87.7% | $79,550-85.2% | $134,475-91.2% |
| Participation rate | 46.7% | 75.0%-28.4pp | 69.5%-22.8pp | 81.2%-34.6pp |
| Annual return | -16.54% | -2.69%-13.9pp | 0.16%-16.7pp | 417.96%-434.5pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,229 | $4,693-73.8% | $3,985-69.2% | $6,400-80.8% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |