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 5-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 | $48,606 | $104,106-53.3% | $71,086-31.6% | $135,375-64.1% |
| Participation rate | 50.0% | 65.7%-15.7pp | 54.7%-4.7pp | 82.6%-32.6pp |
| Annual return | -8.20% | 1256.30%-1264.5pp | 650.59%-658.8pp | 519.73%-527.9pp |
| Employer contribution / active EE | $480 | $1,485-67.7% | $1,088-55.9% | $4,779-90.0% |
| Participant deferral / active EE | $1,935 | $2,527-23.4% | $1,874+3.2% | $5,609-65.5% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |