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 | $68,852 | $167,307-58.8% | $143,757-52.1% | $134,475-48.8% |
| Participation rate | 42.9% | 84.8%-42.0pp | 80.3%-37.4pp | 81.2%-38.4pp |
| Annual return | -16.92% | 0.46%-17.4pp | -0.04%-16.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,127 | $5,619-62.1% | $4,951-57.0% | $4,740-55.1% |
| Participant deferral / active EE | $0 | $6,446-100.0% | $5,637-100.0% | $6,400-100.0% |
| Admin fee / account holder | $286 | $18,088-98.4% | $14,673-98.1% | $11,426-97.5% |