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 | $36,704 | $43,723-16.1% | $121,196-69.7% | $64,186-42.8% |
| Participation rate | 38.3% | 58.3%-20.0pp | 71.7%-33.4pp | 69.6%-31.2pp |
| Annual return | -7.74% | 68.91%-76.7pp | 16.93%-24.7pp | 7.63%-15.4pp |
| Employer contribution / active EE | $790 | $1,296-39.1% | $4,022-80.4% | $2,381-66.8% |
| Participant deferral / active EE | $1,522 | $2,280-33.2% | $3,344-54.5% | $3,470-56.1% |
| Admin fee / account holder | $112 | $3,501-96.8% | $5,019-97.8% | $4,888-97.7% |