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 | $40,112 | $54,380-26.2% | $68,509-41.4% | $59,632-32.7% |
| Participation rate | 42.3% | 70.2%-27.9pp | 74.7%-32.4pp | 68.7%-26.4pp |
| Annual return | -0.52% | 2.83%-3.4pp | 8.27%-8.8pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $1,045 | $1,539-32.1% | $2,278-54.1% | $2,203-52.5% |
| Participant deferral / active EE | $1,476 | $2,643-44.2% | $3,382-56.4% | $3,192-53.8% |
| Admin fee / account holder | $285 | $3,885-92.7% | $5,275-94.6% | $4,297-93.4% |