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 | $32,198 | $62,586-48.6% | $76,768-58.1% | $64,186-49.8% |
| Participation rate | 61.1% | 72.8%-11.7pp | 77.0%-15.9pp | 69.6%-8.5pp |
| Annual return | -4.31% | -1.95%-2.4pp | 2.43%-6.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $987 | $1,832-46.1% | $2,485-60.3% | $2,381-58.5% |
| Participant deferral / active EE | $1,987 | $3,145-36.8% | $3,852-48.4% | $3,470-42.7% |
| Admin fee / account holder | $244 | $4,667-94.8% | $6,675-96.3% | $4,888-95.0% |