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 | $19,854 | $48,265-58.9% | $68,791-71.1% | $68,494-71.0% |
| Participation rate | 69.2% | 60.7%+8.6pp | 69.0%+0.2pp | 67.9%+1.3pp |
| Annual return | -18.40% | -12.71%-5.7pp | -6.38%-12.0pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,294 | $1,829+25.4% | $2,655-13.6% | $2,596-11.7% |
| Participant deferral / active EE | $4,848 | $2,867+69.1% | $3,941+23.0% | $4,027+20.4% |
| Admin fee / account holder | $72 | $4,355-98.4% | $4,932-98.5% | $5,403-98.7% |