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 | $48,515 | $67,411-28.0% | $91,001-46.7% | $70,131-30.8% |
| Participation rate | 61.0% | 71.4%-10.4pp | 75.6%-14.6pp | 69.5%-8.6pp |
| Annual return | 15.59% | -40.16%+55.8pp | 4.60%+11.0pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,051 | $1,786-41.1% | $2,456-57.2% | $2,342-55.1% |
| Participant deferral / active EE | $1,475 | $2,823-47.7% | $3,547-58.4% | $3,332-55.7% |
| Admin fee / account holder | $223 | $4,236-94.7% | $5,417-95.9% | $4,645-95.2% |