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 | $70,703 | $95,862-26.2% | $79,550-11.1% | $134,475-47.4% |
| Participation rate | 64.7% | 75.0%-10.3pp | 69.5%-4.8pp | 81.2%-16.5pp |
| Annual return | -17.41% | -2.69%-14.7pp | 0.16%-17.6pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,638 | $3,128-47.6% | $2,413-32.1% | $4,740-65.4% |
| Participant deferral / active EE | $3,157 | $4,693-32.7% | $3,985-20.8% | $6,400-50.7% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |