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 | $37,882 | $73,867-48.7% | $143,757-73.6% | $68,494-44.7% |
| Participation rate | 53.6% | 66.7%-13.1pp | 80.3%-26.7pp | 67.9%-14.3pp |
| Annual return | -18.31% | 1.01%-19.3pp | -0.04%-18.3pp | -7.84%-10.5pp |
| Employer contribution / active EE | $460 | $3,184-85.6% | $4,951-90.7% | $2,596-82.3% |
| Participant deferral / active EE | $2,061 | $3,384-39.1% | $5,637-63.4% | $4,027-48.8% |
| Admin fee / account holder | $56 | $5,755-99.0% | $14,673-99.6% | $5,403-99.0% |