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 | $51,160 | $53,162-3.8% | $91,220-43.9% | $68,494-25.3% |
| Participation rate | 34.4% | 63.2%-28.8pp | 73.2%-38.8pp | 67.9%-33.5pp |
| Annual return | -19.81% | -3.14%-16.7pp | 114.01%-133.8pp | -7.84%-12.0pp |
| Employer contribution / active EE | $398 | $1,709-76.7% | $2,850-86.1% | $2,596-84.7% |
| Participant deferral / active EE | $1,884 | $2,974-36.6% | $4,234-55.5% | $4,027-53.2% |
| Admin fee / account holder | $118 | $4,493-97.4% | $5,420-97.8% | $5,403-97.8% |