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 | $37,713 | $64,707-41.7% | $112,228-66.4% | $68,494-44.9% |
| Participation rate | 57.9% | 67.2%-9.3pp | 75.1%-17.2pp | 67.9%-10.0pp |
| Annual return | -18.24% | -11.40%-6.8pp | 27.45%-45.7pp | -7.84%-10.4pp |
| Employer contribution / active EE | $2,164 | $2,746-21.2% | $3,635-40.5% | $2,596-16.6% |
| Participant deferral / active EE | $3,625 | $3,565+1.7% | $4,728-23.3% | $4,027-10.0% |
| Admin fee / account holder | $130 | $5,232-97.5% | $6,410-98.0% | $5,403-97.6% |