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 | $19,949 | $69,518-71.3% | $59,878-66.7% | $135,375-85.3% |
| Participation rate | 58.3% | 77.8%-19.5pp | 74.7%-16.4pp | 82.6%-24.3pp |
| Annual return | -7.97% | 7.94%-15.9pp | 3.46%-11.4pp | 519.73%-527.7pp |
| Employer contribution / active EE | $905 | $3,235-72.0% | $2,722-66.7% | $4,779-81.1% |
| Participant deferral / active EE | $1,887 | $4,206-55.1% | $3,402-44.5% | $5,609-66.4% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |