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 | $34,831 | $54,229-35.8% | $70,092-50.3% | $68,494-49.1% |
| Participation rate | 54.3% | 64.5%-10.2pp | 70.5%-16.2pp | 67.9%-13.6pp |
| Annual return | -19.11% | -13.87%-5.2pp | 190.73%-209.8pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,354 | $2,018-32.9% | $2,559-47.1% | $2,596-47.9% |
| Participant deferral / active EE | $3,375 | $2,956+14.2% | $3,849-12.3% | $4,027-16.2% |
| Admin fee / account holder | $199 | $4,694-95.8% | $6,267-96.8% | $5,403-96.3% |