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 9-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 | $23,849 | $64,707-63.1% | $112,228-78.7% | $68,494-65.2% |
| Participation rate | 55.6% | 67.2%-11.6pp | 75.1%-19.5pp | 67.9%-12.3pp |
| Annual return | -19.25% | -11.40%-7.8pp | 27.45%-46.7pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,345 | $2,746-51.0% | $3,635-63.0% | $2,596-48.2% |
| Participant deferral / active EE | $3,971 | $3,565+11.4% | $4,728-16.0% | $4,027-1.4% |
| Admin fee / account holder | $133 | $5,232-97.4% | $6,410-97.9% | $5,403-97.5% |