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 | $37,131 | $56,484-34.3% | $169,463-78.1% | $64,186-42.2% |
| Participation rate | 65.7% | 64.5%+1.2pp | 77.8%-12.1pp | 69.6%-3.9pp |
| Annual return | -7.55% | -1.55%-6.0pp | 1.83%-9.4pp | 7.63%-15.2pp |
| Employer contribution / active EE | $651 | $1,832-64.5% | $4,159-84.3% | $2,381-72.7% |
| Participant deferral / active EE | $3,713 | $3,448+7.7% | $5,277-29.6% | $3,470+7.0% |
| Admin fee / account holder | $223 | $4,174-94.7% | $9,109-97.5% | $4,888-95.4% |