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 | $61,752 | $42,383+45.7% | $76,523-19.3% | $64,186-3.8% |
| Participation rate | 67.6% | 58.1%+9.5pp | 68.0%-0.4pp | 69.6%-1.9pp |
| Annual return | 0.74% | -16.54%+17.3pp | -0.27%+1.0pp | 7.63%-6.9pp |
| Employer contribution / active EE | $1,368 | $1,563-12.5% | $2,647-48.3% | $2,381-42.5% |
| Participant deferral / active EE | $3,351 | $2,566+30.6% | $3,835-12.6% | $3,470-3.4% |
| Admin fee / account holder | $81 | $3,198-97.5% | $4,848-98.3% | $4,888-98.3% |