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 | $35,738 | $42,383-15.7% | $76,523-53.3% | $64,186-44.3% |
| Participation rate | 33.3% | 58.1%-24.8pp | 68.0%-34.7pp | 69.6%-36.2pp |
| Annual return | -7.84% | -16.54%+8.7pp | -0.27%-7.6pp | 7.63%-15.5pp |
| Employer contribution / active EE | $948 | $1,563-39.4% | $2,647-64.2% | $2,381-60.2% |
| Participant deferral / active EE | $2,070 | $2,566-19.4% | $3,835-46.0% | $3,470-40.4% |
| Admin fee / account holder | $71 | $3,198-97.8% | $4,848-98.5% | $4,888-98.6% |