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 | $47,095 | $42,383+11.1% | $76,523-38.5% | $64,186-26.6% |
| Participation rate | 46.2% | 58.1%-12.0pp | 68.0%-21.8pp | 69.6%-23.4pp |
| Annual return | -5.69% | -16.54%+10.8pp | -0.27%-5.4pp | 7.63%-13.3pp |
| Employer contribution / active EE | $915 | $1,563-41.5% | $2,647-65.4% | $2,381-61.6% |
| Participant deferral / active EE | $1,474 | $2,566-42.6% | $3,835-61.6% | $3,470-57.5% |
| Admin fee / account holder | $141 | $3,198-95.6% | $4,848-97.1% | $4,888-97.1% |