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 | $57,545 | $107,791-46.6% | $90,645-36.5% | $135,375-57.5% |
| Participation rate | 36.4% | 78.0%-41.7pp | 74.0%-37.7pp | 82.6%-46.3pp |
| Annual return | -8.43% | -0.90%-7.5pp | 1.88%-10.3pp | 519.73%-528.2pp |
| Employer contribution / active EE | $739 | $3,018-75.5% | $2,532-70.8% | $4,779-84.5% |
| Participant deferral / active EE | $2,970 | $3,872-23.3% | $3,425-13.3% | $5,609-47.1% |
| Admin fee / account holder | $239 | $5,930-96.0% | $4,994-95.2% | $10,827-97.8% |