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 | $76,017 | $95,862-20.7% | $79,550-4.4% | $134,475-43.5% |
| Participation rate | 44.4% | 75.0%-30.6pp | 69.5%-25.0pp | 81.2%-36.8pp |
| Annual return | -20.32% | -2.69%-17.6pp | 0.16%-20.5pp | 417.96%-438.3pp |
| Employer contribution / active EE | $1,112 | $3,128-64.4% | $2,413-53.9% | $4,740-76.5% |
| Participant deferral / active EE | $1,621 | $4,693-65.5% | $3,985-59.3% | $6,400-74.7% |
| Admin fee / account holder | $40 | $9,126-99.6% | $6,832-99.4% | $11,426-99.7% |