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 | $45,742 | $84,527-45.9% | $67,711-32.4% | $125,391-63.5% |
| Participation rate | 66.7% | 74.8%-8.1pp | 67.5%-0.9pp | 83.2%-16.5pp |
| Annual return | -1.74% | 2.57%-4.3pp | 25.41%-27.1pp | 282.22%-284.0pp |
| Employer contribution / active EE | $1,800 | $3,292-45.3% | $2,559-29.7% | $4,866-63.0% |
| Participant deferral / active EE | $4,546 | $4,429+2.6% | $3,585+26.8% | $5,352-15.1% |
| Admin fee / account holder | $59 | $5,340-98.9% | $4,255-98.6% | $9,540-99.4% |