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 | $44,706 | $49,177-9.1% | $79,464-43.7% | $64,186-30.3% |
| Participation rate | 40.0% | 65.0%-25.0pp | 73.3%-33.3pp | 69.6%-29.6pp |
| Annual return | 34.89% | -1.16%+36.0pp | 718.14%-683.3pp | 7.63%+27.3pp |
| Employer contribution / active EE | $650 | $2,076-68.7% | $2,800-76.8% | $2,381-72.7% |
| Participant deferral / active EE | $1,840 | $2,821-34.8% | $3,704-50.3% | $3,470-47.0% |
| Admin fee / account holder | $15 | $3,839-99.6% | $5,113-99.7% | $4,888-99.7% |