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 | $42,046 | $107,791-61.0% | $90,645-53.6% | $135,375-68.9% |
| Participation rate | 29.4% | 78.0%-48.6pp | 74.0%-44.6pp | 82.6%-53.2pp |
| Annual return | -8.70% | -0.90%-7.8pp | 1.88%-10.6pp | 519.73%-528.4pp |
| Employer contribution / active EE | $539 | $3,018-82.1% | $2,532-78.7% | $4,779-88.7% |
| Participant deferral / active EE | $924 | $3,872-76.1% | $3,425-73.0% | $5,609-83.5% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |