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 | $43,589 | $107,791-59.6% | $90,645-51.9% | $135,375-67.8% |
| Participation rate | 20.8% | 78.0%-57.2pp | 74.0%-53.2pp | 82.6%-61.8pp |
| Annual return | -6.33% | -0.90%-5.4pp | 1.88%-8.2pp | 519.73%-526.1pp |
| Employer contribution / active EE | $682 | $3,018-77.4% | $2,532-73.0% | $4,779-85.7% |
| Participant deferral / active EE | $975 | $3,872-74.8% | $3,425-71.5% | $5,609-82.6% |
| Admin fee / account holder | $204 | $5,930-96.6% | $4,994-95.9% | $10,827-98.1% |