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 | $41,289 | $43,723-5.6% | $121,196-65.9% | $64,186-35.7% |
| Participation rate | 53.6% | 58.3%-4.8pp | 71.7%-18.2pp | 69.6%-16.0pp |
| Annual return | -5.81% | 68.91%-74.7pp | 16.93%-22.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,228 | $1,296-5.3% | $4,022-69.5% | $2,381-48.4% |
| Participant deferral / active EE | $1,351 | $2,280-40.7% | $3,344-59.6% | $3,470-61.1% |
| Admin fee / account holder | $66 | $3,501-98.1% | $5,019-98.7% | $4,888-98.6% |