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 | $69,897 | $61,660+13.4% | $80,019-12.7% | $64,186+8.9% |
| Participation rate | 62.2% | 71.7%-9.5pp | 75.8%-13.7pp | 69.6%-7.4pp |
| Annual return | -6.37% | -0.33%-6.0pp | 11.22%-17.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,258 | $1,810-30.5% | $2,468-49.0% | $2,381-47.2% |
| Participant deferral / active EE | $2,768 | $2,968-6.7% | $3,686-24.9% | $3,470-20.2% |
| Admin fee / account holder | $176 | $5,417-96.8% | $6,521-97.3% | $4,888-96.4% |