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 | $44,914 | $42,894+4.7% | $60,874-26.2% | $68,494-34.4% |
| Participation rate | 53.7% | 66.8%-13.1pp | 73.1%-19.5pp | 67.9%-14.2pp |
| Annual return | -16.28% | -13.98%-2.3pp | 16.90%-33.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,386 | $2,867-16.8% | $3,817-37.5% | $4,027-40.7% |
| Admin fee / account holder | $12 | $3,101-99.6% | $3,224-99.6% | $5,403-99.8% |