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 | $24,888 | $48,576-48.8% | $169,463-85.3% | $56,287-55.8% |
| Participation rate | 65.8% | 65.8%0pp | 77.8%-11.9pp | 69.9%-4.0pp |
| Annual return | -5.33% | -2.51%-2.8pp | 1.83%-7.2pp | -9.96%+4.6pp |
| Employer contribution / active EE | $1,579 | $1,559+1.3% | $4,159-62.0% | $2,111-25.2% |
| Participant deferral / active EE | $3,774 | $3,275+15.2% | $5,277-28.5% | $3,350+12.7% |
| Admin fee / account holder | $3 | $435-99.2% | $9,109-100.0% | $521-99.3% |