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 | $55,873 | $45,863+21.8% | $77,024-27.5% | $68,494-18.4% |
| Participation rate | 50.0% | 55.9%-5.9pp | 67.9%-17.9pp | 67.9%-17.9pp |
| Annual return | -16.13% | 1.72%-17.8pp | 42.32%-58.4pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,724 | $1,650+4.5% | $2,812-38.7% | $2,596-33.6% |
| Participant deferral / active EE | $3,521 | $2,962+18.9% | $4,426-20.5% | $4,027-12.6% |
| Admin fee / account holder | $133 | $3,041-95.6% | $5,425-97.5% | $5,403-97.5% |