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 | $55,700 | $61,660-9.7% | $80,019-30.4% | $64,186-13.2% |
| Participation rate | 67.7% | 71.7%-4.0pp | 75.8%-8.1pp | 69.6%-1.9pp |
| Annual return | 2.52% | -0.33%+2.8pp | 11.22%-8.7pp | 7.63%-5.1pp |
| Employer contribution / active EE | $1,154 | $1,810-36.3% | $2,468-53.2% | $2,381-51.5% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $31 | $5,417-99.4% | $6,521-99.5% | $4,888-99.4% |