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 | $69,105 | $84,402-18.1% | $61,373+12.6% | $134,475-48.6% |
| Participation rate | 53.8% | 62.2%-8.4pp | 52.6%+1.3pp | 81.2%-27.4pp |
| Annual return | -18.65% | 584.55%-603.2pp | 338.61%-357.3pp | 417.96%-436.6pp |
| Employer contribution / active EE | $896 | $1,544-42.0% | $1,159-22.7% | $4,740-81.1% |
| Participant deferral / active EE | $3,714 | $2,819+31.8% | $2,125+74.8% | $6,400-42.0% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |