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 | $53,622 | $54,350-1.3% | $82,719-35.2% | $68,494-21.7% |
| Participation rate | 63.3% | 63.9%-0.6pp | 72.6%-9.2pp | 67.9%-4.6pp |
| Annual return | -14.00% | -13.67%-0.3pp | 701.18%-715.2pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,413 | $2,218-36.3% | $3,009-53.0% | $2,596-45.6% |
| Participant deferral / active EE | $2,757 | $3,246-15.1% | $4,395-37.3% | $4,027-31.5% |
| Admin fee / account holder | $87 | $4,395-98.0% | $5,329-98.4% | $5,403-98.4% |