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 | $112,889 | $84,695+33.3% | $73,843+52.9% | $125,391-10.0% |
| Participation rate | 55.6% | 76.8%-21.2pp | 73.4%-17.9pp | 83.2%-27.6pp |
| Annual return | -2.72% | 3123.53%-3126.2pp | 2267.84%-2270.6pp | 282.22%-284.9pp |
| Employer contribution / active EE | $755 | $3,123-75.8% | $2,787-72.9% | $4,866-84.5% |
| Participant deferral / active EE | $3,500 | $3,992-12.3% | $3,583-2.3% | $5,352-34.6% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |