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 | $91,157 | $46,674+95.3% | $117,472-22.4% | $68,494+33.1% |
| Participation rate | 44.4% | 56.8%-12.3pp | 70.6%-26.1pp | 67.9%-23.4pp |
| Annual return | -14.07% | -14.52%+0.4pp | 29.74%-43.8pp | -7.84%-6.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,475 | $2,636-6.1% | $4,070-39.2% | $4,027-38.6% |
| Admin fee / account holder | $0 | $4,020-100.0% | $5,645-100.0% | $5,403-100.0% |