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 | $42,702 | $91,538-53.4% | $129,995-67.2% | $75,163-43.2% |
| Participation rate | 65.5% | 71.4%-5.9pp | 78.5%-13.0pp | 67.2%-1.7pp |
| Annual return | 23.21% | -631.11%+654.3pp | -137.18%+160.4pp | 160.62%-137.4pp |
| Employer contribution / active EE | $1,799 | $2,845-36.8% | $4,320-58.4% | $2,670-32.6% |
| Participant deferral / active EE | $4,932 | $4,341+13.6% | $5,820-15.3% | $4,125+19.6% |
| Admin fee / account holder | $282 | $6,790-95.8% | $10,614-97.3% | $5,651-95.0% |