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 | $59,634 | $46,674+27.8% | $117,472-49.2% | $68,494-12.9% |
| Participation rate | 29.5% | 56.8%-27.2pp | 70.6%-41.0pp | 67.9%-38.3pp |
| Annual return | -10.37% | -14.52%+4.2pp | 29.74%-40.1pp | -7.84%-2.5pp |
| Employer contribution / active EE | $425 | $1,505-71.7% | $4,176-89.8% | $2,596-83.6% |
| Participant deferral / active EE | $893 | $2,636-66.1% | $4,070-78.1% | $4,027-77.8% |
| Admin fee / account holder | $191 | $4,020-95.3% | $5,645-96.6% | $5,403-96.5% |