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 | $78,804 | $92,222-14.5% | $76,768+2.7% | $135,375-41.8% |
| Participation rate | 58.8% | 79.8%-20.9pp | 77.0%-18.1pp | 82.6%-23.8pp |
| Annual return | -5.94% | 5.46%-11.4pp | 2.43%-8.4pp | 519.73%-525.7pp |
| Employer contribution / active EE | $897 | $3,216-72.1% | $2,485-63.9% | $4,779-81.2% |
| Participant deferral / active EE | $2,174 | $4,509-51.8% | $3,852-43.5% | $5,609-61.2% |
| Admin fee / account holder | $3 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |