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 | $23,038 | $84,695-72.8% | $73,843-68.8% | $125,391-81.6% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.4%-6.8pp | 83.2%-16.5pp |
| Annual return | -3.54% | 3123.53%-3127.1pp | 2267.84%-2271.4pp | 282.22%-285.8pp |
| Employer contribution / active EE | $2,607 | $3,123-16.5% | $2,787-6.5% | $4,866-46.4% |
| Participant deferral / active EE | $1,619 | $3,992-59.5% | $3,583-54.8% | $5,352-69.7% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |