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 | $25,054 | $40,256-37.8% | $57,343-56.3% | $59,632-58.0% |
| Participation rate | 54.9% | 69.2%-14.3pp | 75.1%-20.2pp | 68.7%-13.8pp |
| Annual return | 0.47% | 27.49%-27.0pp | 24.39%-23.9pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $888 | $1,922-53.8% | $2,689-67.0% | $2,203-59.7% |
| Participant deferral / active EE | $2,328 | $2,399-3.0% | $3,162-26.4% | $3,192-27.1% |
| Admin fee / account holder | $36 | $2,818-98.7% | $3,356-98.9% | $4,297-99.2% |