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 | $64,595 | $58,577+10.3% | $83,333-22.5% | $64,186+0.6% |
| Participation rate | 63.3% | 72.0%-8.7pp | 77.8%-14.4pp | 69.6%-6.2pp |
| Annual return | -7.57% | 9.65%-17.2pp | 10.63%-18.2pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,522 | $2,098-27.5% | $3,379-55.0% | $2,381-36.1% |
| Participant deferral / active EE | $2,129 | $4,654-54.2% | $5,565-61.7% | $3,470-38.6% |
| Admin fee / account holder | $135 | $9,275-98.5% | $7,510-98.2% | $4,888-97.2% |