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 | $44,119 | $73,867-40.3% | $143,757-69.3% | $68,494-35.6% |
| Participation rate | 66.7% | 66.7%0pp | 80.3%-13.6pp | 67.9%-1.2pp |
| Annual return | -15.01% | 1.01%-16.0pp | -0.04%-15.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,910 | $3,184-40.0% | $4,951-61.4% | $2,596-26.4% |
| Participant deferral / active EE | $3,219 | $3,384-4.9% | $5,637-42.9% | $4,027-20.1% |
| Admin fee / account holder | $59 | $5,755-99.0% | $14,673-99.6% | $5,403-98.9% |