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 | $32,979 | $83,908-60.7% | $68,509-51.9% | $125,391-73.7% |
| Participation rate | 56.3% | 78.2%-21.9pp | 74.7%-18.5pp | 83.2%-26.9pp |
| Annual return | -0.43% | 14.48%-14.9pp | 8.27%-8.7pp | 282.22%-282.7pp |
| Employer contribution / active EE | $1,292 | $3,031-57.4% | $2,278-43.3% | $4,866-73.5% |
| Participant deferral / active EE | $2,191 | $4,125-46.9% | $3,382-35.2% | $5,352-59.1% |
| Admin fee / account holder | $19 | $8,982-99.8% | $5,275-99.6% | $9,540-99.8% |