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 | $28,256 | $131,829-78.6% | $108,579-74.0% | $273,961-89.7% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 8.01% | -91.57%+99.6pp | -51.70%+59.7pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,476 | $4,912-70.0% | $3,758-60.7% | $4,869-69.7% |
| Participant deferral / active EE | $1,721 | $5,127-66.4% | $4,311-60.1% | $5,287-67.4% |
| Admin fee / account holder | $172 | $10,252-98.3% | $7,645-97.8% | $10,132-98.3% |