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 | $63,007 | $87,540-28.0% | $75,781-16.9% | $125,391-49.8% |
| Participation rate | 38.5% | 80.2%-41.7pp | 75.8%-37.4pp | 83.2%-44.7pp |
| Annual return | -0.77% | 13.48%-14.3pp | 9.68%-10.4pp | 282.22%-283.0pp |
| Employer contribution / active EE | $1,579 | $3,930-59.8% | $3,323-52.5% | $4,866-67.6% |
| Participant deferral / active EE | $3,406 | $4,229-19.5% | $3,651-6.7% | $5,352-36.4% |
| Admin fee / account holder | $172 | $6,502-97.4% | $5,299-96.8% | $9,540-98.2% |