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 | $50,974 | $42,894+18.8% | $60,874-16.3% | $68,494-25.6% |
| Participation rate | 65.6% | 66.8%-1.2pp | 73.1%-7.5pp | 67.9%-2.3pp |
| Annual return | -15.79% | -13.98%-1.8pp | 16.90%-32.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $3,792 | $1,978+91.7% | $2,701+40.4% | $2,596+46.1% |
| Participant deferral / active EE | $3,480 | $2,867+21.4% | $3,817-8.8% | $4,027-13.6% |
| Admin fee / account holder | $285 | $3,101-90.8% | $3,224-91.2% | $5,403-94.7% |