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 | $74,149 | $64,707+14.6% | $112,228-33.9% | $68,494+8.3% |
| Participation rate | 68.0% | 67.2%+0.8pp | 75.1%-7.1pp | 67.9%+0.1pp |
| Annual return | -14.34% | -11.40%-2.9pp | 27.45%-41.8pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,112 | $2,746-59.5% | $3,635-69.4% | $2,596-57.2% |
| Participant deferral / active EE | $3,241 | $3,565-9.1% | $4,728-31.4% | $4,027-19.5% |
| Admin fee / account holder | $232 | $5,232-95.6% | $6,410-96.4% | $5,403-95.7% |