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 | $68,601 | $152,509-55.0% | $117,472-41.6% | $134,475-49.0% |
| Participation rate | 23.5% | 77.1%-53.6pp | 70.6%-47.1pp | 81.2%-57.7pp |
| Annual return | -6.54% | 52.99%-59.5pp | 29.74%-36.3pp | 417.96%-424.5pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,172 | $4,818-54.9% | $4,070-46.6% | $6,400-66.1% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |