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 | $87,425 | $92,222-5.2% | $76,768+13.9% | $135,375-35.4% |
| Participation rate | 27.8% | 79.8%-52.0pp | 77.0%-49.2pp | 82.6%-54.9pp |
| Annual return | -4.98% | 5.46%-10.4pp | 2.43%-7.4pp | 519.73%-524.7pp |
| Employer contribution / active EE | $574 | $3,216-82.2% | $2,485-76.9% | $4,779-88.0% |
| Participant deferral / active EE | $4,129 | $4,509-8.4% | $3,852+7.2% | $5,609-26.4% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |