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 | $61,212 | $71,883-14.8% | $86,677-29.4% | $68,494-10.6% |
| Participation rate | 24.1% | 72.2%-48.1pp | 76.6%-52.4pp | 67.9%-43.8pp |
| Annual return | -16.72% | 3.52%-20.2pp | 35.91%-52.6pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,662 | $2,173-23.5% | $2,836-41.4% | $2,596-36.0% |
| Participant deferral / active EE | $2,047 | $3,779-45.8% | $4,656-56.0% | $4,027-49.2% |
| Admin fee / account holder | $298 | $6,112-95.1% | $7,493-96.0% | $5,403-94.5% |