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 | $24,045 | $57,354-58.1% | $83,848-71.3% | $64,186-62.5% |
| Participation rate | 52.0% | 68.6%-16.6pp | 76.1%-24.1pp | 69.6%-17.6pp |
| Annual return | -8.43% | 11.38%-19.8pp | 850.88%-859.3pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,273 | $2,545-50.0% | $3,631-64.9% | $2,381-46.5% |
| Participant deferral / active EE | $2,084 | $2,993-30.4% | $4,082-48.9% | $3,470-39.9% |
| Admin fee / account holder | $288 | $4,046-92.9% | $5,478-94.7% | $4,888-94.1% |