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 | $102,032 | $49,177+107.5% | $79,464+28.4% | $64,186+59.0% |
| Participation rate | 27.9% | 65.0%-37.1pp | 73.3%-45.4pp | 69.6%-41.7pp |
| Annual return | -0.16% | -1.16%+1.0pp | 718.14%-718.3pp | 7.63%-7.8pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,055 | $2,821-62.6% | $3,704-71.5% | $3,470-69.6% |
| Admin fee / account holder | $79 | $3,839-97.9% | $5,113-98.5% | $4,888-98.4% |