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 | $49,918 | $49,280+1.3% | $67,313-25.8% | $64,186-22.2% |
| Participation rate | 53.8% | 60.8%-6.9pp | 69.1%-15.2pp | 69.6%-15.7pp |
| Annual return | -5.29% | -1.39%-3.9pp | -4.08%-1.2pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,284 | $1,668-23.0% | $2,566-49.9% | $2,381-46.1% |
| Participant deferral / active EE | $3,072 | $2,484+23.7% | $3,568-13.9% | $3,470-11.4% |
| Admin fee / account holder | $11 | $3,863-99.7% | $4,507-99.8% | $4,888-99.8% |