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 5-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 | $36,729 | $48,265-23.9% | $68,791-46.6% | $68,494-46.4% |
| Participation rate | 61.0% | 60.7%+0.3pp | 69.0%-8.0pp | 67.9%-6.9pp |
| Annual return | -15.62% | -12.71%-2.9pp | -6.38%-9.2pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,092 | $1,829+14.4% | $2,655-21.2% | $2,596-19.4% |
| Participant deferral / active EE | $2,996 | $2,867+4.5% | $3,941-24.0% | $4,027-25.6% |
| Admin fee / account holder | $21 | $4,355-99.5% | $4,932-99.6% | $5,403-99.6% |