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 | $83,372 | $95,971-13.1% | $74,550+11.8% | $135,375-38.4% |
| Participation rate | 53.8% | 75.7%-21.8pp | 69.1%-15.3pp | 82.6%-28.8pp |
| Annual return | -6.64% | 56.96%-63.6pp | 32.53%-39.2pp | 519.73%-526.4pp |
| Employer contribution / active EE | $830 | $2,716-69.4% | $1,961-57.7% | $4,779-82.6% |
| Participant deferral / active EE | $1,951 | $3,843-49.2% | $3,108-37.2% | $5,609-65.2% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |