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 | $93,265 | $56,484+65.1% | $169,463-45.0% | $64,186+45.3% |
| Participation rate | 59.5% | 64.5%-5.1pp | 77.8%-18.3pp | 69.6%-10.1pp |
| Annual return | -5.82% | -1.55%-4.3pp | 1.83%-7.6pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,321 | $3,448-3.7% | $5,277-37.1% | $3,470-4.3% |
| Admin fee / account holder | $24 | $4,174-99.4% | $9,109-99.7% | $4,888-99.5% |