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 | $50,275 | $73,867-31.9% | $143,757-65.0% | $68,494-26.6% |
| Participation rate | 58.6% | 66.7%-8.0pp | 80.3%-21.7pp | 67.9%-9.3pp |
| Annual return | -7.97% | 1.01%-9.0pp | -0.04%-7.9pp | -7.84%-0.1pp |
| Employer contribution / active EE | $739 | $3,184-76.8% | $4,951-85.1% | $2,596-71.5% |
| Participant deferral / active EE | $2,482 | $3,384-26.7% | $5,637-56.0% | $4,027-38.4% |
| Admin fee / account holder | -$21 | $5,755-100.4% | $14,673-100.1% | $5,403-100.4% |