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 | $46,890 | $57,354-18.2% | $83,848-44.1% | $64,186-26.9% |
| Participation rate | 66.7% | 68.6%-1.9pp | 76.1%-9.5pp | 69.6%-2.9pp |
| Annual return | -3.64% | 11.38%-15.0pp | 850.88%-854.5pp | 7.63%-11.3pp |
| Employer contribution / active EE | $658 | $2,545-74.1% | $3,631-81.9% | $2,381-72.3% |
| Participant deferral / active EE | $2,328 | $2,993-22.2% | $4,082-43.0% | $3,470-32.9% |
| Admin fee / account holder | $163 | $4,046-96.0% | $5,478-97.0% | $4,888-96.7% |