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 | $58,732 | $95,862-38.7% | $79,550-26.2% | $134,475-56.3% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -13.85% | -2.69%-11.2pp | 0.16%-14.0pp | 417.96%-431.8pp |
| Employer contribution / active EE | $1,679 | $3,128-46.3% | $2,413-30.4% | $4,740-64.6% |
| Participant deferral / active EE | $2,753 | $4,693-41.3% | $3,985-30.9% | $6,400-57.0% |
| Admin fee / account holder | $241 | $9,126-97.4% | $6,832-96.5% | $11,426-97.9% |