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 | $60,833 | $46,674+30.3% | $117,472-48.2% | $68,494-11.2% |
| Participation rate | 43.3% | 56.8%-13.4pp | 70.6%-27.3pp | 67.9%-24.6pp |
| Annual return | -17.79% | -14.52%-3.3pp | 29.74%-47.5pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,101 | $1,505-26.8% | $4,176-73.6% | $2,596-57.6% |
| Participant deferral / active EE | $2,436 | $2,636-7.6% | $4,070-40.2% | $4,027-39.5% |
| Admin fee / account holder | $110 | $4,020-97.3% | $5,645-98.1% | $5,403-98.0% |