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 | $44,674 | $45,863-2.6% | $77,024-42.0% | $68,494-34.8% |
| Participation rate | 40.7% | 55.9%-15.2pp | 67.9%-27.2pp | 67.9%-27.1pp |
| Annual return | -18.65% | 1.72%-20.4pp | 42.32%-61.0pp | -7.84%-10.8pp |
| Employer contribution / active EE | $721 | $1,650-56.3% | $2,812-74.4% | $2,596-72.2% |
| Participant deferral / active EE | $2,733 | $2,962-7.7% | $4,426-38.3% | $4,027-32.1% |
| Admin fee / account holder | $83 | $3,041-97.3% | $5,425-98.5% | $5,403-98.5% |