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 | $75,952 | $107,791-29.5% | $90,645-16.2% | $135,375-43.9% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.0%-24.0pp | 82.6%-32.6pp |
| Annual return | -2.24% | -0.90%-1.3pp | 1.88%-4.1pp | 519.73%-522.0pp |
| Employer contribution / active EE | $1,394 | $3,018-53.8% | $2,532-44.9% | $4,779-70.8% |
| Participant deferral / active EE | $2,190 | $3,872-43.4% | $3,425-36.0% | $5,609-60.9% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |