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 | $37,582 | $73,867-49.1% | $143,757-73.9% | $68,494-45.1% |
| Participation rate | 23.3% | 66.7%-43.4pp | 80.3%-57.1pp | 67.9%-44.6pp |
| Annual return | -17.39% | 1.01%-18.4pp | -0.04%-17.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,629 | $3,384-51.9% | $5,637-71.1% | $4,027-59.5% |
| Admin fee / account holder | $21 | $5,755-99.6% | $14,673-99.9% | $5,403-99.6% |