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 | $77,545 | $99,032-21.7% | $80,019-3.1% | $135,375-42.7% |
| Participation rate | 62.5% | 78.4%-15.9pp | 75.8%-13.3pp | 82.6%-20.1pp |
| Annual return | -6.58% | 15.39%-22.0pp | 11.22%-17.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,244 | $3,043-59.1% | $2,468-49.6% | $4,779-74.0% |
| Participant deferral / active EE | $3,354 | $4,282-21.7% | $3,686-9.0% | $5,609-40.2% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |