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 | $78,382 | $90,600-13.5% | $79,464-1.4% | $135,375-42.1% |
| Participation rate | 30.0% | 76.0%-46.0pp | 73.3%-43.3pp | 82.6%-52.6pp |
| Annual return | -3.99% | 977.43%-981.4pp | 718.14%-722.1pp | 519.73%-523.7pp |
| Employer contribution / active EE | $768 | $3,068-75.0% | $2,800-72.6% | $4,779-83.9% |
| Participant deferral / active EE | $1,924 | $4,050-52.5% | $3,704-48.0% | $5,609-65.7% |
| Admin fee / account holder | $1 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |