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 | $49,822 | $54,350-8.3% | $82,719-39.8% | $68,494-27.3% |
| Participation rate | 65.2% | 63.9%+1.3pp | 72.6%-7.3pp | 67.9%-2.7pp |
| Annual return | -12.26% | -13.67%+1.4pp | 701.18%-713.4pp | -7.84%-4.4pp |
| Employer contribution / active EE | $725 | $2,218-67.3% | $3,009-75.9% | $2,596-72.1% |
| Participant deferral / active EE | $2,590 | $3,246-20.2% | $4,395-41.1% | $4,027-35.7% |
| Admin fee / account holder | $50 | $4,395-98.9% | $5,329-99.1% | $5,403-99.1% |