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 9-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 | $48,562 | $83,908-42.1% | $68,509-29.1% | $125,391-61.3% |
| Participation rate | 45.5% | 78.2%-32.7pp | 74.7%-29.3pp | 83.2%-37.7pp |
| Annual return | -1.55% | 14.48%-16.0pp | 8.27%-9.8pp | 282.22%-283.8pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,368 | $4,125+54.4% | $3,382+88.3% | $5,352+19.0% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,540-100.0% |