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 | $75,517 | $71,883+5.1% | $86,677-12.9% | $68,494+10.3% |
| Participation rate | 46.4% | 72.2%-25.8pp | 76.6%-30.1pp | 67.9%-21.5pp |
| Annual return | -10.32% | 3.52%-13.8pp | 35.91%-46.2pp | -7.84%-2.5pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,550 | $3,779-6.0% | $4,656-23.7% | $4,027-11.8% |
| Admin fee / account holder | $291 | $6,112-95.2% | $7,493-96.1% | $5,403-94.6% |