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 | $32,184 | $42,383-24.1% | $76,523-57.9% | $64,186-49.9% |
| Participation rate | 13.6% | 58.1%-44.6pp | 68.0%-54.4pp | 69.6%-56.0pp |
| Annual return | -6.04% | -16.54%+10.5pp | -0.27%-5.8pp | 7.63%-13.7pp |
| Employer contribution / active EE | $456 | $1,563-70.8% | $2,647-82.8% | $2,381-80.8% |
| Participant deferral / active EE | $1,102 | $2,566-57.0% | $3,835-71.3% | $3,470-68.2% |
| Admin fee / account holder | $28 | $3,198-99.1% | $4,848-99.4% | $4,888-99.4% |