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 | $77,537 | $42,383+82.9% | $76,523+1.3% | $64,186+20.8% |
| Participation rate | 23.3% | 58.1%-34.8pp | 68.0%-44.7pp | 69.6%-46.2pp |
| Annual return | 1.51% | -16.54%+18.0pp | -0.27%+1.8pp | 7.63%-6.1pp |
| Employer contribution / active EE | $719 | $1,563-54.0% | $2,647-72.8% | $2,381-69.8% |
| Participant deferral / active EE | $2,056 | $2,566-19.9% | $3,835-46.4% | $3,470-40.7% |
| Admin fee / account holder | $62 | $3,198-98.0% | $4,848-98.7% | $4,888-98.7% |