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 | $22,886 | $64,707-64.6% | $112,228-79.6% | $68,494-66.6% |
| Participation rate | 43.8% | 67.2%-23.4pp | 75.1%-31.3pp | 67.9%-24.1pp |
| Annual return | -18.29% | -11.40%-6.9pp | 27.45%-45.7pp | -7.84%-10.4pp |
| Employer contribution / active EE | $826 | $2,746-69.9% | $3,635-77.3% | $2,596-68.2% |
| Participant deferral / active EE | $1,856 | $3,565-47.9% | $4,728-60.7% | $4,027-53.9% |
| Admin fee / account holder | $54 | $5,232-99.0% | $6,410-99.2% | $5,403-99.0% |