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 | $45,504 | $42,383+7.4% | $76,523-40.5% | $64,186-29.1% |
| Participation rate | 31.1% | 58.1%-27.0pp | 68.0%-36.9pp | 69.6%-38.5pp |
| Annual return | -6.23% | -16.54%+10.3pp | -0.27%-6.0pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,120 | $1,563-28.4% | $2,647-57.7% | $2,381-53.0% |
| Participant deferral / active EE | $2,706 | $2,566+5.4% | $3,835-29.5% | $3,470-22.0% |
| Admin fee / account holder | $163 | $3,198-94.9% | $4,848-96.6% | $4,888-96.7% |