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 | $23,460 | $61,660-62.0% | $80,019-70.7% | $64,186-63.5% |
| Participation rate | 65.2% | 71.7%-6.5pp | 75.8%-10.6pp | 69.6%-4.4pp |
| Annual return | -4.50% | -0.33%-4.2pp | 11.22%-15.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $408 | $1,810-77.5% | $2,468-83.5% | $2,381-82.9% |
| Participant deferral / active EE | $2,064 | $2,968-30.5% | $3,686-44.0% | $3,470-40.5% |
| Admin fee / account holder | $277 | $5,417-94.9% | $6,521-95.8% | $4,888-94.3% |