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 | $42,327 | $91,911-53.9% | $68,793-38.5% | $135,375-68.7% |
| Participation rate | 20.0% | 76.7%-56.7pp | 72.2%-52.2pp | 82.6%-62.6pp |
| Annual return | -8.19% | -8.22%0pp | -4.63%-3.6pp | 519.73%-527.9pp |
| Employer contribution / active EE | $470 | $3,924-88.0% | $2,625-82.1% | $4,779-90.2% |
| Participant deferral / active EE | $1,149 | $4,315-73.4% | $3,311-65.3% | $5,609-79.5% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,827-100.0% |