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 | $80,067 | $57,354+39.6% | $83,848-4.5% | $64,186+24.7% |
| Participation rate | 62.1% | 68.6%-6.5pp | 76.1%-14.1pp | 69.6%-7.5pp |
| Annual return | -4.11% | 11.38%-15.5pp | 850.88%-855.0pp | 7.63%-11.7pp |
| Employer contribution / active EE | $552 | $2,545-78.3% | $3,631-84.8% | $2,381-76.8% |
| Participant deferral / active EE | $4,527 | $2,993+51.3% | $4,082+10.9% | $3,470+30.5% |
| Admin fee / account holder | $32 | $4,046-99.2% | $5,478-99.4% | $4,888-99.3% |