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 | $45,852 | $50,958-10.0% | $74,550-38.5% | $64,186-28.6% |
| Participation rate | 44.9% | 61.1%-16.2pp | 69.1%-24.2pp | 69.6%-24.7pp |
| Annual return | 0.76% | -1.86%+2.6pp | 32.53%-31.8pp | 7.63%-6.9pp |
| Employer contribution / active EE | $938 | $1,115-15.9% | $1,961-52.2% | $2,381-60.6% |
| Participant deferral / active EE | $1,684 | $2,301-26.8% | $3,108-45.8% | $3,470-51.5% |
| Admin fee / account holder | $0 | $4,223-100.0% | $5,060-100.0% | $4,888-100.0% |