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 | $41,025 | $106,543-61.5% | $91,220-55.0% | $134,475-69.5% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.2%-6.5pp | 81.2%-14.6pp |
| Annual return | -18.65% | 160.60%-179.3pp | 114.01%-132.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $831 | $3,331-75.1% | $2,850-70.9% | $4,740-82.5% |
| Participant deferral / active EE | $1,038 | $4,719-78.0% | $4,234-75.5% | $6,400-83.8% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |