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 | $56,106 | $62,586-10.4% | $76,768-26.9% | $64,186-12.6% |
| Participation rate | 57.4% | 72.8%-15.4pp | 77.0%-19.6pp | 69.6%-12.2pp |
| Annual return | -6.36% | -1.95%-4.4pp | 2.43%-8.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,142 | $1,832-37.6% | $2,485-54.0% | $2,381-52.0% |
| Participant deferral / active EE | $1,926 | $3,145-38.7% | $3,852-50.0% | $3,470-44.5% |
| Admin fee / account holder | $101 | $4,667-97.8% | $6,675-98.5% | $4,888-97.9% |