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 | $45,789 | $50,958-10.1% | $74,550-38.6% | $64,186-28.7% |
| Participation rate | 14.8% | 61.1%-46.2pp | 69.1%-54.3pp | 69.6%-54.8pp |
| Annual return | -3.03% | -1.86%-1.2pp | 32.53%-35.6pp | 7.63%-10.7pp |
| Employer contribution / active EE | $328 | $1,115-70.6% | $1,961-83.3% | $2,381-86.2% |
| Participant deferral / active EE | $1,144 | $2,301-50.3% | $3,108-63.2% | $3,470-67.0% |
| Admin fee / account holder | $0 | $4,223-100.0% | $5,060-100.0% | $4,888-100.0% |