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 5-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 | $13,969 | $95,862-85.4% | $79,550-82.4% | $134,475-89.6% |
| Participation rate | 54.5% | 75.0%-20.5pp | 69.5%-14.9pp | 81.2%-26.7pp |
| Annual return | -18.35% | -2.69%-15.7pp | 0.16%-18.5pp | 417.96%-436.3pp |
| Employer contribution / active EE | $881 | $3,128-71.8% | $2,413-63.5% | $4,740-81.4% |
| Participant deferral / active EE | $3,292 | $4,693-29.8% | $3,985-17.4% | $6,400-48.6% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |