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 | $35,376 | $65,435-45.9% | $86,677-59.2% | $66,914-47.1% |
| Participation rate | 56.3% | 75.5%-19.1pp | 76.6%-20.3pp | 69.8%-13.5pp |
| Annual return | -14.04% | -10.89%-3.1pp | 35.91%-49.9pp | 1.58%-15.6pp |
| Employer contribution / active EE | $1,464 | $2,153-32.0% | $2,836-48.4% | $2,544-42.5% |
| Participant deferral / active EE | $2,140 | $4,100-47.8% | $4,656-54.0% | $4,237-49.5% |
| Admin fee / account holder | $249 | $642-61.2% | $7,493-96.7% | $593-58.1% |