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 | $33,127 | $67,411-50.9% | $91,001-63.6% | $70,131-52.8% |
| Participation rate | 55.6% | 71.4%-15.8pp | 75.6%-20.0pp | 69.5%-14.0pp |
| Annual return | 13.78% | -40.16%+53.9pp | 4.60%+9.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $756 | $1,786-57.7% | $2,456-69.2% | $2,342-67.7% |
| Participant deferral / active EE | $1,729 | $2,823-38.7% | $3,547-51.3% | $3,332-48.1% |
| Admin fee / account holder | $85 | $4,236-98.0% | $5,417-98.4% | $4,645-98.2% |