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 | $56,558 | $180,449-68.7% | $154,107-63.3% | $135,375-58.2% |
| Participation rate | 53.8% | 87.4%-33.6pp | 83.0%-29.2pp | 82.6%-28.8pp |
| Annual return | -3.23% | 888.09%-891.3pp | 735.12%-738.4pp | 519.73%-523.0pp |
| Employer contribution / active EE | $1,348 | $6,035-77.7% | $5,298-74.5% | $4,779-71.8% |
| Participant deferral / active EE | $2,508 | $5,806-56.8% | $5,081-50.6% | $5,609-55.3% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |