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 | $28,681 | $46,674-38.6% | $117,472-75.6% | $68,494-58.1% |
| Participation rate | 53.8% | 56.8%-2.9pp | 70.6%-16.7pp | 67.9%-14.0pp |
| Annual return | -7.91% | -14.52%+6.6pp | 29.74%-37.6pp | -7.84%-0.1pp |
| Employer contribution / active EE | $1,619 | $1,505+7.6% | $4,176-61.2% | $2,596-37.6% |
| Participant deferral / active EE | $3,174 | $2,636+20.4% | $4,070-22.0% | $4,027-21.2% |
| Admin fee / account holder | $124 | $4,020-96.9% | $5,645-97.8% | $5,403-97.7% |