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 | $31,685 | $91,911-65.5% | $68,793-53.9% | $135,375-76.6% |
| Participation rate | 26.7% | 76.7%-50.1pp | 72.2%-45.6pp | 82.6%-56.0pp |
| Annual return | -6.59% | -8.22%+1.6pp | -4.63%-2.0pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,166 | $3,924-70.3% | $2,625-55.6% | $4,779-75.6% |
| Participant deferral / active EE | $2,624 | $4,315-39.2% | $3,311-20.7% | $5,609-53.2% |
| Admin fee / account holder | $70 | $9,240-99.2% | $5,131-98.6% | $10,827-99.4% |