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 | $36,170 | $92,703-61.0% | $82,719-56.3% | $134,475-73.1% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -10.53% | 944.92%-955.5pp | 701.18%-711.7pp | 417.96%-428.5pp |
| Employer contribution / active EE | $888 | $3,274-72.9% | $3,009-70.5% | $4,740-81.3% |
| Participant deferral / active EE | $1,436 | $4,802-70.1% | $4,395-67.3% | $6,400-77.6% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |