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 | $82,818 | $57,354+44.4% | $83,848-1.2% | $64,186+29.0% |
| Participation rate | 44.2% | 68.6%-24.4pp | 76.1%-31.9pp | 69.6%-25.3pp |
| Annual return | -8.44% | 11.38%-19.8pp | 850.88%-859.3pp | 7.63%-16.1pp |
| Employer contribution / active EE | $897 | $2,545-64.8% | $3,631-75.3% | $2,381-62.3% |
| Participant deferral / active EE | $2,493 | $2,993-16.7% | $4,082-38.9% | $3,470-28.1% |
| Admin fee / account holder | $93 | $4,046-97.7% | $5,478-98.3% | $4,888-98.1% |