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 | $50,987 | $54,350-6.2% | $82,719-38.4% | $68,494-25.6% |
| Participation rate | 58.6% | 63.9%-5.3pp | 72.6%-13.9pp | 67.9%-9.3pp |
| Annual return | -16.71% | -13.67%-3.0pp | 701.18%-717.9pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,632 | $2,218+18.7% | $3,009-12.5% | $2,596+1.4% |
| Participant deferral / active EE | $5,695 | $3,246+75.5% | $4,395+29.6% | $4,027+41.4% |
| Admin fee / account holder | $186 | $4,395-95.8% | $5,329-96.5% | $5,403-96.6% |