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 | $28,783 | $87,540-67.1% | $75,781-62.0% | $125,391-77.0% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | -3.12% | 13.48%-16.6pp | 9.68%-12.8pp | 282.22%-285.3pp |
| Employer contribution / active EE | $1,051 | $3,930-73.3% | $3,323-68.4% | $4,866-78.4% |
| Participant deferral / active EE | $6,515 | $4,229+54.1% | $3,651+78.4% | $5,352+21.7% |
| Admin fee / account holder | $286 | $6,502-95.6% | $5,299-94.6% | $9,540-97.0% |