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 7-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 | $45,754 | $45,602+0.3% | $117,472-61.1% | $66,914-31.6% |
| Participation rate | 48.1% | 57.6%-9.5pp | 70.6%-22.5pp | 69.8%-21.7pp |
| Annual return | -18.40% | -16.74%-1.7pp | 29.74%-48.1pp | 1.58%-20.0pp |
| Employer contribution / active EE | $0 | $1,579-100.0% | $4,176-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $6,858 | $2,845+141.1% | $4,070+68.5% | $4,237+61.9% |
| Admin fee / account holder | $258 | $661-61.0% | $5,645-95.4% | $593-56.5% |