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 | $79,911 | $64,707+23.5% | $112,228-28.8% | $68,494+16.7% |
| Participation rate | 37.9% | 67.2%-29.2pp | 75.1%-37.1pp | 67.9%-30.0pp |
| Annual return | -9.65% | -11.40%+1.8pp | 27.45%-37.1pp | -7.84%-1.8pp |
| Employer contribution / active EE | $1,235 | $2,746-55.0% | $3,635-66.0% | $2,596-52.4% |
| Participant deferral / active EE | $3,227 | $3,565-9.5% | $4,728-31.8% | $4,027-19.9% |
| Admin fee / account holder | $2 | $5,232-100.0% | $6,410-100.0% | $5,403-100.0% |