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 | $37,112 | $97,757-62.0% | $83,848-55.7% | $135,375-72.6% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -8.48% | 1287.37%-1295.8pp | 850.88%-859.4pp | 519.73%-528.2pp |
| Employer contribution / active EE | $2,833 | $4,222-32.9% | $3,631-22.0% | $4,779-40.7% |
| Participant deferral / active EE | $4,057 | $4,682-13.3% | $4,082-0.6% | $5,609-27.7% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |