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 | $71,073 | $50,958+39.5% | $74,550-4.7% | $64,186+10.7% |
| Participation rate | 40.0% | 61.1%-21.1pp | 69.1%-29.1pp | 69.6%-29.6pp |
| Annual return | -6.01% | -1.86%-4.2pp | 32.53%-38.5pp | 7.63%-13.6pp |
| Employer contribution / active EE | $951 | $1,115-14.7% | $1,961-51.5% | $2,381-60.0% |
| Participant deferral / active EE | $2,081 | $2,301-9.6% | $3,108-33.1% | $3,470-40.0% |
| Admin fee / account holder | $0 | $4,223-100.0% | $5,060-100.0% | $4,888-100.0% |