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 | $59,118 | $92,222-35.9% | $76,768-23.0% | $135,375-56.3% |
| Participation rate | 46.2% | 79.8%-33.6pp | 77.0%-30.8pp | 82.6%-36.5pp |
| Annual return | -7.32% | 5.46%-12.8pp | 2.43%-9.7pp | 519.73%-527.1pp |
| Employer contribution / active EE | $2,148 | $3,216-33.2% | $2,485-13.6% | $4,779-55.1% |
| Participant deferral / active EE | $3,846 | $4,509-14.7% | $3,852-0.1% | $5,609-31.4% |
| Admin fee / account holder | $36 | $10,748-99.7% | $6,675-99.5% | $10,827-99.7% |