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 | $21,831 | $73,867-70.4% | $143,757-84.8% | $68,494-68.1% |
| Participation rate | 37.9% | 66.7%-28.7pp | 80.3%-42.4pp | 67.9%-30.0pp |
| Annual return | -18.31% | 1.01%-19.3pp | -0.04%-18.3pp | -7.84%-10.5pp |
| Employer contribution / active EE | $693 | $3,184-78.2% | $4,951-86.0% | $2,596-73.3% |
| Participant deferral / active EE | $1,152 | $3,384-66.0% | $5,637-79.6% | $4,027-71.4% |
| Admin fee / account holder | $255 | $5,755-95.6% | $14,673-98.3% | $5,403-95.3% |