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 | $53,290 | $64,707-17.6% | $112,228-52.5% | $68,494-22.2% |
| Participation rate | 41.9% | 67.2%-25.2pp | 75.1%-33.1pp | 67.9%-26.0pp |
| Annual return | -19.09% | -11.40%-7.7pp | 27.45%-46.5pp | -7.84%-11.2pp |
| Employer contribution / active EE | $915 | $2,746-66.7% | $3,635-74.8% | $2,596-64.7% |
| Participant deferral / active EE | $1,584 | $3,565-55.6% | $4,728-66.5% | $4,027-60.7% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,410-100.0% | $5,403-100.0% |