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 | $24,766 | $97,044-74.5% | $83,333-70.3% | $135,375-81.7% |
| Participation rate | 60.0% | 80.4%-20.4pp | 77.8%-17.8pp | 82.6%-22.6pp |
| Annual return | 0.95% | 12.31%-11.4pp | 10.63%-9.7pp | 519.73%-518.8pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,870 | $5,964-35.1% | $5,565-30.5% | $5,609-31.0% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |