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 | $109,774 | $73,867+48.6% | $143,757-23.6% | $68,494+60.3% |
| Participation rate | 53.6% | 66.7%-13.1pp | 80.3%-26.7pp | 67.9%-14.3pp |
| Annual return | -17.77% | 1.01%-18.8pp | -0.04%-17.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,572 | $3,184-50.6% | $4,951-68.3% | $2,596-39.5% |
| Participant deferral / active EE | $3,951 | $3,384+16.7% | $5,637-29.9% | $4,027-1.9% |
| Admin fee / account holder | $295 | $5,755-94.9% | $14,673-98.0% | $5,403-94.5% |