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 9-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 | $44,678 | $73,867-39.5% | $143,757-68.9% | $68,494-34.8% |
| Participation rate | 58.5% | 66.7%-8.1pp | 80.3%-21.8pp | 67.9%-9.4pp |
| Annual return | -17.51% | 1.01%-18.5pp | -0.04%-17.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,308 | $3,184-58.9% | $4,951-73.6% | $2,596-49.6% |
| Participant deferral / active EE | $3,216 | $3,384-5.0% | $5,637-42.9% | $4,027-20.1% |
| Admin fee / account holder | $193 | $5,755-96.7% | $14,673-98.7% | $5,403-96.4% |