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 | $22,824 | $46,674-51.1% | $117,472-80.6% | $68,494-66.7% |
| Participation rate | 33.3% | 56.8%-23.4pp | 70.6%-37.3pp | 67.9%-34.6pp |
| Annual return | -16.06% | -14.52%-1.5pp | 29.74%-45.8pp | -7.84%-8.2pp |
| Employer contribution / active EE | $317 | $1,505-78.9% | $4,176-92.4% | $2,596-87.8% |
| Participant deferral / active EE | $1,198 | $2,636-54.6% | $4,070-70.6% | $4,027-70.3% |
| Admin fee / account holder | $81 | $4,020-98.0% | $5,645-98.6% | $5,403-98.5% |