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 | $44,624 | $167,307-73.3% | $143,757-69.0% | $134,475-66.8% |
| Participation rate | 58.3% | 84.8%-26.5pp | 80.3%-22.0pp | 81.2%-22.9pp |
| Annual return | -15.12% | 0.46%-15.6pp | -0.04%-15.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,472 | $5,619-73.8% | $4,951-70.3% | $4,740-69.0% |
| Participant deferral / active EE | $7,124 | $6,446+10.5% | $5,637+26.4% | $6,400+11.3% |
| Admin fee / account holder | $266 | $18,088-98.5% | $14,673-98.2% | $11,426-97.7% |