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 | $42,018 | $42,894-2.0% | $60,874-31.0% | $68,494-38.7% |
| Participation rate | 57.7% | 66.8%-9.1pp | 73.1%-15.4pp | 67.9%-10.2pp |
| Annual return | -14.80% | -13.98%-0.8pp | 16.90%-31.7pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,763 | $1,978-10.9% | $2,701-34.7% | $2,596-32.1% |
| Participant deferral / active EE | $3,620 | $2,867+26.3% | $3,817-5.1% | $4,027-10.1% |
| Admin fee / account holder | $59 | $3,101-98.1% | $3,224-98.2% | $5,403-98.9% |