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 | $92,658 | $105,860-12.5% | $90,749+2.1% | $134,475-31.1% |
| Participation rate | 55.6% | 78.2%-22.7pp | 75.7%-20.1pp | 81.2%-25.7pp |
| Annual return | 4.37% | -11.01%+15.4pp | -12.16%+16.5pp | 417.96%-413.6pp |
| Employer contribution / active EE | $1,498 | $3,462-56.7% | $2,921-48.7% | $4,740-68.4% |
| Participant deferral / active EE | $5,694 | $5,216+9.2% | $4,564+24.8% | $6,400-11.0% |
| Admin fee / account holder | $234 | $13,938-98.3% | $8,445-97.2% | $11,426-98.0% |