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 | $68,030 | $133,958-49.2% | $112,228-39.4% | $134,475-49.4% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -19.36% | 47.11%-66.5pp | 27.45%-46.8pp | 417.96%-437.3pp |
| Employer contribution / active EE | $4,274 | $4,038+5.8% | $3,635+17.6% | $4,740-9.8% |
| Participant deferral / active EE | $4,414 | $5,291-16.6% | $4,728-6.6% | $6,400-31.0% |
| Admin fee / account holder | $142 | $7,489-98.1% | $6,410-97.8% | $11,426-98.8% |