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 | $72,211 | $95,193-24.1% | $76,523-5.6% | $135,375-46.7% |
| Participation rate | 15.4% | 74.4%-59.0pp | 68.0%-52.6pp | 82.6%-67.3pp |
| Annual return | -9.26% | 4.85%-14.1pp | -0.27%-9.0pp | 519.73%-529.0pp |
| Employer contribution / active EE | $932 | $3,302-71.8% | $2,647-64.8% | $4,779-80.5% |
| Participant deferral / active EE | $2,846 | $4,639-38.7% | $3,835-25.8% | $5,609-49.3% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |