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 | $82,958 | $113,935-27.2% | $94,224-12.0% | $125,391-33.8% |
| Participation rate | 45.0% | 82.9%-37.9pp | 78.8%-33.8pp | 83.2%-38.2pp |
| Annual return | -1.05% | 5.29%-6.3pp | 10.68%-11.7pp | 282.22%-283.3pp |
| Employer contribution / active EE | $1,211 | $4,727-74.4% | $3,587-66.2% | $4,866-75.1% |
| Participant deferral / active EE | $4,248 | $5,179-18.0% | $4,320-1.7% | $5,352-20.6% |
| Admin fee / account holder | $34 | $8,391-99.6% | $6,269-99.5% | $9,540-99.6% |