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 | $22,541 | $105,630-78.7% | $87,507-74.2% | $273,961-91.8% |
| Participation rate | 33.3% | 78.2%-44.9pp | 73.8%-40.5pp | 83.0%-49.7pp |
| Annual return | 0.00% | 12.25%-12.3pp | 12.21%-12.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $850 | $3,141-72.9% | $2,550-66.7% | $4,869-82.5% |
| Participant deferral / active EE | $6,000 | $3,601+66.6% | $3,149+90.6% | $5,287+13.5% |
| Admin fee / account holder | $89 | $4,781-98.1% | $4,221-97.9% | $10,132-99.1% |