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 | $63,150 | $152,651-58.6% | $105,218-40.0% | $125,391-49.6% |
| Participation rate | 68.4% | 81.5%-13.1pp | 77.2%-8.8pp | 83.2%-14.8pp |
| Annual return | -0.54% | 8.24%-8.8pp | 5.33%-5.9pp | 282.22%-282.8pp |
| Employer contribution / active EE | $961 | $4,802-80.0% | $3,255-70.5% | $4,866-80.2% |
| Participant deferral / active EE | $1,982 | $6,660-70.2% | $4,867-59.3% | $5,352-63.0% |
| Admin fee / account holder | $23 | $14,248-99.8% | $6,992-99.7% | $9,540-99.8% |