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 | $144,741 | $105,860+36.7% | $90,749+59.5% | $134,475+7.6% |
| Participation rate | 55.6% | 78.2%-22.7pp | 75.7%-20.1pp | 81.2%-25.7pp |
| Annual return | -13.63% | -11.01%-2.6pp | -12.16%-1.5pp | 417.96%-431.6pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,788 | $5,216-46.6% | $4,564-38.9% | $6,400-56.4% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |