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 | $51,266 | $46,674+9.8% | $117,472-56.4% | $68,494-25.2% |
| Participation rate | 63.5% | 56.8%+6.8pp | 70.6%-7.1pp | 67.9%-4.4pp |
| Annual return | -17.91% | -14.52%-3.4pp | 29.74%-47.7pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,527 | $1,505+1.5% | $4,176-63.4% | $2,596-41.2% |
| Participant deferral / active EE | $5,023 | $2,636+90.5% | $4,070+23.4% | $4,027+24.7% |
| Admin fee / account holder | $277 | $4,020-93.1% | $5,645-95.1% | $5,403-94.9% |