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 | $38,388 | $71,883-46.6% | $86,677-55.7% | $68,494-44.0% |
| Participation rate | 61.7% | 72.2%-10.5pp | 76.6%-14.9pp | 67.9%-6.2pp |
| Annual return | -18.20% | 3.52%-21.7pp | 35.91%-54.1pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,687 | $2,173-22.3% | $2,836-40.5% | $2,596-35.0% |
| Participant deferral / active EE | $3,903 | $3,779+3.3% | $4,656-16.2% | $4,027-3.1% |
| Admin fee / account holder | $169 | $6,112-97.2% | $7,493-97.7% | $5,403-96.9% |