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 | $71,742 | $49,177+45.9% | $79,464-9.7% | $64,186+11.8% |
| Participation rate | 19.4% | 65.0%-45.6pp | 73.3%-53.9pp | 69.6%-50.1pp |
| Annual return | -6.08% | -1.16%-4.9pp | 718.14%-724.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $549 | $2,076-73.6% | $2,800-80.4% | $2,381-77.0% |
| Participant deferral / active EE | $1,235 | $2,821-56.2% | $3,704-66.7% | $3,470-64.4% |
| Admin fee / account holder | $227 | $3,839-94.1% | $5,113-95.6% | $4,888-95.4% |