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 | $39,194 | $77,813-49.6% | $123,544-68.3% | $64,186-38.9% |
| Participation rate | 28.6% | 74.7%-46.1pp | 82.3%-53.7pp | 69.6%-41.0pp |
| Annual return | -6.20% | 12.48%-18.7pp | 119.20%-125.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $808 | $3,014-73.2% | $4,628-82.5% | $2,381-66.0% |
| Participant deferral / active EE | $2,891 | $5,240-44.8% | $6,426-55.0% | $3,470-16.7% |
| Admin fee / account holder | $87 | $5,519-98.4% | $9,284-99.1% | $4,888-98.2% |