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 | $99,486 | $82,286+20.9% | $68,791+44.6% | $134,475-26.0% |
| Participation rate | 36.4% | 75.1%-38.7pp | 69.0%-32.7pp | 81.2%-44.9pp |
| Annual return | -14.49% | -2.19%-12.3pp | -6.38%-8.1pp | 417.96%-432.5pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,642 | $4,739-65.4% | $3,941-58.3% | $6,400-74.3% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |