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 | $24,442 | $42,894-43.0% | $60,874-59.8% | $68,494-64.3% |
| Participation rate | 46.2% | 66.8%-20.6pp | 73.1%-27.0pp | 67.9%-21.7pp |
| Annual return | -13.21% | -13.98%+0.8pp | 16.90%-30.1pp | -7.84%-5.4pp |
| Employer contribution / active EE | $1,083 | $1,978-45.2% | $2,701-59.9% | $2,596-58.3% |
| Participant deferral / active EE | $1,704 | $2,867-40.6% | $3,817-55.4% | $4,027-57.7% |
| Admin fee / account holder | $0 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |