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 | $85,990 | $95,862-10.3% | $79,550+8.1% | $134,475-36.1% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | -11.49% | -2.69%-8.8pp | 0.16%-11.7pp | 417.96%-429.5pp |
| Employer contribution / active EE | $959 | $3,128-69.3% | $2,413-60.3% | $4,740-79.8% |
| Participant deferral / active EE | $1,461 | $4,693-68.9% | $3,985-63.3% | $6,400-77.2% |
| Admin fee / account holder | $261 | $9,126-97.1% | $6,832-96.2% | $11,426-97.7% |