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 | $34,699 | $49,280-29.6% | $67,313-48.5% | $64,186-45.9% |
| Participation rate | 37.5% | 60.8%-23.3pp | 69.1%-31.6pp | 69.6%-32.1pp |
| Annual return | -5.77% | -1.39%-4.4pp | -4.08%-1.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $582 | $1,668-65.1% | $2,566-77.3% | $2,381-75.6% |
| Participant deferral / active EE | $1,164 | $2,484-53.1% | $3,568-67.4% | $3,470-66.5% |
| Admin fee / account holder | $3 | $3,863-99.9% | $4,507-99.9% | $4,888-99.9% |