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 | $36,661 | $84,527-56.6% | $67,711-45.9% | $125,391-70.8% |
| Participation rate | 55.0% | 74.8%-19.8pp | 67.5%-12.5pp | 83.2%-28.2pp |
| Annual return | -3.18% | 2.57%-5.8pp | 25.41%-28.6pp | 282.22%-285.4pp |
| Employer contribution / active EE | $1,361 | $3,292-58.6% | $2,559-46.8% | $4,866-72.0% |
| Participant deferral / active EE | $3,336 | $4,429-24.7% | $3,585-7.0% | $5,352-37.7% |
| Admin fee / account holder | $158 | $5,340-97.0% | $4,255-96.3% | $9,540-98.3% |