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 | $52,728 | $87,705-39.9% | $63,517-17.0% | $125,391-57.9% |
| Participation rate | 22.2% | 77.0%-54.8pp | 71.0%-48.8pp | 83.2%-61.0pp |
| Annual return | -0.82% | 21.70%-22.5pp | -70.30%+69.5pp | 282.22%-283.0pp |
| Employer contribution / active EE | $533 | $3,601-85.2% | $2,322-77.0% | $4,866-89.0% |
| Participant deferral / active EE | $5,333 | $3,939+35.4% | $2,953+80.6% | $5,352-0.3% |
| Admin fee / account holder | $0 | $11,948-100.0% | $5,892-100.0% | $9,540-100.0% |