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 | $44,875 | $72,404-38.0% | $110,238-59.3% | $64,186-30.1% |
| Participation rate | 48.4% | 73.3%-24.9pp | 79.8%-31.4pp | 69.6%-21.2pp |
| Annual return | -6.36% | -6.29%-0.1pp | 314.74%-321.1pp | 7.63%-14.0pp |
| Employer contribution / active EE | $851 | $2,282-62.7% | $3,826-77.8% | $2,381-64.3% |
| Participant deferral / active EE | $1,589 | $3,469-54.2% | $4,672-66.0% | $3,470-54.2% |
| Admin fee / account holder | $230 | $5,664-95.9% | $8,547-97.3% | $4,888-95.3% |