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 | $72,112 | $87,540-17.6% | $75,781-4.8% | $125,391-42.5% |
| Participation rate | 25.0% | 80.2%-55.2pp | 75.8%-50.8pp | 83.2%-58.2pp |
| Annual return | -2.07% | 13.48%-15.6pp | 9.68%-11.7pp | 282.22%-284.3pp |
| Employer contribution / active EE | $614 | $3,930-84.4% | $3,323-81.5% | $4,866-87.4% |
| Participant deferral / active EE | $1,319 | $4,229-68.8% | $3,651-63.9% | $5,352-75.4% |
| Admin fee / account holder | $43 | $6,502-99.3% | $5,299-99.2% | $9,540-99.6% |