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 | $79,089 | $42,383+86.6% | $76,523+3.4% | $64,186+23.2% |
| Participation rate | 36.4% | 58.1%-21.8pp | 68.0%-31.6pp | 69.6%-33.2pp |
| Annual return | -7.43% | -16.54%+9.1pp | -0.27%-7.2pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,331 | $1,563-14.9% | $2,647-49.7% | $2,381-44.1% |
| Participant deferral / active EE | $2,652 | $2,566+3.3% | $3,835-30.9% | $3,470-23.6% |
| Admin fee / account holder | $4 | $3,198-99.9% | $4,848-99.9% | $4,888-99.9% |