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 | $55,333 | $50,958+8.6% | $74,550-25.8% | $64,186-13.8% |
| Participation rate | 48.0% | 61.1%-13.1pp | 69.1%-21.1pp | 69.6%-21.6pp |
| Annual return | -4.16% | -1.86%-2.3pp | 32.53%-36.7pp | 7.63%-11.8pp |
| Employer contribution / active EE | $761 | $1,115-31.7% | $1,961-61.2% | $2,381-68.0% |
| Participant deferral / active EE | $1,609 | $2,301-30.1% | $3,108-48.2% | $3,470-53.6% |
| Admin fee / account holder | $44 | $4,223-99.0% | $5,060-99.1% | $4,888-99.1% |