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 | $23,369 | $43,327-46.1% | $59,878-61.0% | $64,186-63.6% |
| Participation rate | 64.3% | 69.2%-4.9pp | 74.7%-10.4pp | 69.6%-5.3pp |
| Annual return | -4.53% | -1.55%-3.0pp | 3.46%-8.0pp | 7.63%-12.2pp |
| Employer contribution / active EE | $871 | $2,028-57.0% | $2,722-68.0% | $2,381-63.4% |
| Participant deferral / active EE | $1,966 | $2,546-22.8% | $3,402-42.2% | $3,470-43.3% |
| Admin fee / account holder | $25 | $3,005-99.2% | $3,590-99.3% | $4,888-99.5% |