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 | $45,293 | $107,791-58.0% | $90,645-50.0% | $135,375-66.5% |
| Participation rate | 57.1% | 78.0%-20.9pp | 74.0%-16.9pp | 82.6%-25.5pp |
| Annual return | -7.28% | -0.90%-6.4pp | 1.88%-9.2pp | 519.73%-527.0pp |
| Employer contribution / active EE | $2,079 | $3,018-31.1% | $2,532-17.9% | $4,779-56.5% |
| Participant deferral / active EE | $7,901 | $3,872+104.0% | $3,425+130.7% | $5,609+40.9% |
| Admin fee / account holder | $53 | $5,930-99.1% | $4,994-98.9% | $10,827-99.5% |