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 | $65,961 | $57,354+15.0% | $83,848-21.3% | $64,186+2.8% |
| Participation rate | 55.0% | 68.6%-13.6pp | 76.1%-21.1pp | 69.6%-14.6pp |
| Annual return | -5.62% | 11.38%-17.0pp | 850.88%-856.5pp | 7.63%-13.3pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,770 | $2,993-7.5% | $4,082-32.1% | $3,470-20.2% |
| Admin fee / account holder | $109 | $4,046-97.3% | $5,478-98.0% | $4,888-97.8% |