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 | $32,839 | $95,193-65.5% | $76,523-57.1% | $135,375-75.7% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | -3.44% | 4.85%-8.3pp | -0.27%-3.2pp | 519.73%-523.2pp |
| Employer contribution / active EE | $866 | $3,302-73.8% | $2,647-67.3% | $4,779-81.9% |
| Participant deferral / active EE | $1,451 | $4,639-68.7% | $3,835-62.2% | $5,609-74.1% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |