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 | $56,281 | $85,790-34.4% | $67,313-16.4% | $135,375-58.4% |
| Participation rate | 61.5% | 76.5%-14.9pp | 69.1%-7.5pp | 82.6%-21.1pp |
| Annual return | -4.23% | -0.54%-3.7pp | -4.08%-0.1pp | 519.73%-524.0pp |
| Employer contribution / active EE | $1,634 | $3,487-53.2% | $2,566-36.3% | $4,779-65.8% |
| Participant deferral / active EE | $3,043 | $4,651-34.6% | $3,568-14.7% | $5,609-45.8% |
| Admin fee / account holder | $36 | $6,392-99.4% | $4,507-99.2% | $10,827-99.7% |