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 | $42,560 | $90,600-53.0% | $79,464-46.4% | $135,375-68.6% |
| Participation rate | 31.6% | 76.0%-44.5pp | 73.3%-41.8pp | 82.6%-51.1pp |
| Annual return | -6.27% | 977.43%-983.7pp | 718.14%-724.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,117 | $4,050+51.0% | $3,704+65.2% | $5,609+9.1% |
| Admin fee / account holder | $234 | $5,907-96.0% | $5,113-95.4% | $10,827-97.8% |