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 | $53,781 | $71,883-25.2% | $86,677-38.0% | $68,494-21.5% |
| Participation rate | 47.7% | 72.2%-24.5pp | 76.6%-28.8pp | 67.9%-20.2pp |
| Annual return | -16.26% | 3.52%-19.8pp | 35.91%-52.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,384 | $3,779-36.9% | $4,656-48.8% | $4,027-40.8% |
| Admin fee / account holder | $162 | $6,112-97.3% | $7,493-97.8% | $5,403-97.0% |