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 | $35,184 | $99,640-64.7% | $86,436-59.3% | $134,475-73.8% |
| Participation rate | 39.1% | 82.0%-42.9pp | 80.3%-41.2pp | 81.2%-42.1pp |
| Annual return | -15.66% | 6782.58%-6798.2pp | 4394.89%-4410.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,435 | $7,246-66.4% | $6,952-65.0% | $6,400-62.0% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |