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 | $110,101 | $81,900+34.4% | $119,609-7.9% | $68,494+60.7% |
| Participation rate | 53.3% | 71.9%-18.6pp | 79.3%-25.9pp | 67.9%-14.6pp |
| Annual return | -17.08% | -23.82%+6.7pp | -14.97%-2.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,356 | $2,693-12.5% | $4,232-44.3% | $2,596-9.3% |
| Participant deferral / active EE | $4,367 | $4,148+5.3% | $5,602-22.1% | $4,027+8.4% |
| Admin fee / account holder | $16 | $6,582-99.8% | $10,323-99.8% | $5,403-99.7% |