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 | $51,454 | $53,596-4.0% | $90,645-43.2% | $64,186-19.8% |
| Participation rate | 38.5% | 64.5%-26.1pp | 74.0%-35.6pp | 69.6%-31.1pp |
| Annual return | -7.71% | 4.41%-12.1pp | 1.88%-9.6pp | 7.63%-15.3pp |
| Employer contribution / active EE | $763 | $1,503-49.2% | $2,532-69.8% | $2,381-67.9% |
| Participant deferral / active EE | $2,650 | $2,459+7.8% | $3,425-22.6% | $3,470-23.6% |
| Admin fee / account holder | $80 | $3,868-97.9% | $4,994-98.4% | $4,888-98.4% |