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 9-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 | $44,238 | $81,900-46.0% | $119,609-63.0% | $68,494-35.4% |
| Participation rate | 40.6% | 71.9%-31.3pp | 79.3%-38.6pp | 67.9%-27.3pp |
| Annual return | -12.45% | -23.82%+11.4pp | -14.97%+2.5pp | -7.84%-4.6pp |
| Employer contribution / active EE | $879 | $2,693-67.4% | $4,232-79.2% | $2,596-66.2% |
| Participant deferral / active EE | $3,882 | $4,148-6.4% | $5,602-30.7% | $4,027-3.6% |
| Admin fee / account holder | $257 | $6,582-96.1% | $10,323-97.5% | $5,403-95.2% |