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 | $54,547 | $56,357-3.2% | $104,294-47.7% | $68,494-20.4% |
| Participation rate | 54.5% | 63.3%-8.7pp | 73.3%-18.7pp | 67.9%-13.3pp |
| Annual return | -4.90% | -9.19%+4.3pp | 24.61%-29.5pp | -7.84%+2.9pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,372-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,319 | $3,077-57.1% | $4,625-71.5% | $4,027-67.2% |
| Admin fee / account holder | $170 | $4,903-96.5% | $7,339-97.7% | $5,403-96.8% |