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 | $40,546 | $48,265-16.0% | $68,791-41.1% | $68,494-40.8% |
| Participation rate | 61.9% | 60.7%+1.2pp | 69.0%-7.1pp | 67.9%-6.0pp |
| Annual return | -18.53% | -12.71%-5.8pp | -6.38%-12.2pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,029 | $1,829-43.7% | $2,655-61.2% | $2,596-60.4% |
| Participant deferral / active EE | $3,449 | $2,867+20.3% | $3,941-12.5% | $4,027-14.4% |
| Admin fee / account holder | $197 | $4,355-95.5% | $4,932-96.0% | $5,403-96.4% |