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 | $57,719 | $71,883-19.7% | $86,677-33.4% | $68,494-15.7% |
| Participation rate | 64.0% | 72.2%-8.2pp | 76.6%-12.6pp | 67.9%-3.9pp |
| Annual return | -17.84% | 3.52%-21.4pp | 35.91%-53.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,083 | $2,173-4.1% | $2,836-26.6% | $2,596-19.8% |
| Participant deferral / active EE | $4,095 | $3,779+8.4% | $4,656-12.0% | $4,027+1.7% |
| Admin fee / account holder | $184 | $6,112-97.0% | $7,493-97.5% | $5,403-96.6% |