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 5-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 | $54,099 | $54,350-0.5% | $82,719-34.6% | $68,494-21.0% |
| Participation rate | 60.0% | 63.9%-3.9pp | 72.6%-12.6pp | 67.9%-7.9pp |
| Annual return | -6.29% | -13.67%+7.4pp | 701.18%-707.5pp | -7.84%+1.6pp |
| Employer contribution / active EE | $797 | $2,218-64.1% | $3,009-73.5% | $2,596-69.3% |
| Participant deferral / active EE | $1,086 | $3,246-66.5% | $4,395-75.3% | $4,027-73.0% |
| Admin fee / account holder | $163 | $4,395-96.3% | $5,329-96.9% | $5,403-97.0% |