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 | $25,059 | $46,674-46.3% | $117,472-78.7% | $68,494-63.4% |
| Participation rate | 57.8% | 56.8%+1.1pp | 70.6%-12.8pp | 67.9%-10.1pp |
| Annual return | -10.00% | -14.52%+4.5pp | 29.74%-39.7pp | -7.84%-2.2pp |
| Employer contribution / active EE | $785 | $1,505-47.8% | $4,176-81.2% | $2,596-69.7% |
| Participant deferral / active EE | $2,623 | $2,636-0.5% | $4,070-35.6% | $4,027-34.9% |
| Admin fee / account holder | $160 | $4,020-96.0% | $5,645-97.2% | $5,403-97.0% |