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 5-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 | $22,097 | $64,707-65.9% | $112,228-80.3% | $68,494-67.7% |
| Participation rate | 62.1% | 67.2%-5.1pp | 75.1%-13.0pp | 67.9%-5.8pp |
| Annual return | -3.55% | -11.40%+7.9pp | 27.45%-31.0pp | -7.84%+4.3pp |
| Employer contribution / active EE | $1,753 | $2,746-36.2% | $3,635-51.8% | $2,596-32.5% |
| Participant deferral / active EE | $3,820 | $3,565+7.2% | $4,728-19.2% | $4,027-5.1% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,410-100.0% | $5,403-100.0% |