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 | $51,980 | $54,350-4.4% | $82,719-37.2% | $68,494-24.1% |
| Participation rate | 65.5% | 63.9%+1.6pp | 72.6%-7.0pp | 67.9%-2.4pp |
| Annual return | -17.79% | -13.67%-4.1pp | 701.18%-719.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,506 | $2,218-32.1% | $3,009-49.9% | $2,596-42.0% |
| Participant deferral / active EE | $3,493 | $3,246+7.6% | $4,395-20.5% | $4,027-13.3% |
| Admin fee / account holder | $113 | $4,395-97.4% | $5,329-97.9% | $5,403-97.9% |