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 | $57,326 | $95,862-40.2% | $79,550-27.9% | $134,475-57.4% |
| Participation rate | 60.9% | 75.0%-14.2pp | 69.5%-8.6pp | 81.2%-20.4pp |
| Annual return | -14.01% | -2.69%-11.3pp | 0.16%-14.2pp | 417.96%-432.0pp |
| Employer contribution / active EE | $869 | $3,128-72.2% | $2,413-64.0% | $4,740-81.7% |
| Participant deferral / active EE | $3,029 | $4,693-35.5% | $3,985-24.0% | $6,400-52.7% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |