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 | $42,981 | $133,958-67.9% | $112,228-61.7% | $134,475-68.0% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -15.41% | 47.11%-62.5pp | 27.45%-42.9pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,038 | $4,038-74.3% | $3,635-71.4% | $4,740-78.1% |
| Participant deferral / active EE | $6,489 | $5,291+22.7% | $4,728+37.3% | $6,400+1.4% |
| Admin fee / account holder | $45 | $7,489-99.4% | $6,410-99.3% | $11,426-99.6% |