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 | $41,928 | $73,867-43.2% | $143,757-70.8% | $68,494-38.8% |
| Participation rate | 68.0% | 66.7%+1.3pp | 80.3%-12.3pp | 67.9%+0.1pp |
| Annual return | -15.61% | 1.01%-16.6pp | -0.04%-15.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,572 | $3,184-50.6% | $4,951-68.2% | $2,596-39.4% |
| Participant deferral / active EE | $4,461 | $3,384+31.8% | $5,637-20.9% | $4,027+10.8% |
| Admin fee / account holder | $275 | $5,755-95.2% | $14,673-98.1% | $5,403-94.9% |