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 | $60,921 | $72,404-15.9% | $110,238-44.7% | $64,186-5.1% |
| Participation rate | 64.0% | 73.3%-9.3pp | 79.8%-15.8pp | 69.6%-5.6pp |
| Annual return | -3.85% | -6.29%+2.4pp | 314.74%-318.6pp | 7.63%-11.5pp |
| Employer contribution / active EE | $836 | $2,282-63.4% | $3,826-78.2% | $2,381-64.9% |
| Participant deferral / active EE | $2,131 | $3,469-38.6% | $4,672-54.4% | $3,470-38.6% |
| Admin fee / account holder | $45 | $5,664-99.2% | $8,547-99.5% | $4,888-99.1% |