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 | $32,632 | $42,383-23.0% | $76,523-57.4% | $64,186-49.2% |
| Participation rate | 48.1% | 58.1%-10.0pp | 68.0%-19.8pp | 69.6%-21.4pp |
| Annual return | -4.08% | -16.54%+12.5pp | -0.27%-3.8pp | 7.63%-11.7pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $928 | $2,566-63.8% | $3,835-75.8% | $3,470-73.2% |
| Admin fee / account holder | $79 | $3,198-97.5% | $4,848-98.4% | $4,888-98.4% |