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 | $33,718 | $105,630-68.1% | $87,507-61.5% | $273,961-87.7% |
| Participation rate | 26.7% | 78.2%-51.5pp | 73.8%-47.2pp | 83.0%-56.3pp |
| Annual return | 0.00% | 12.25%-12.3pp | 12.21%-12.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $771 | $3,141-75.5% | $2,550-69.8% | $4,869-84.2% |
| Participant deferral / active EE | $912 | $3,601-74.7% | $3,149-71.0% | $5,287-82.8% |
| Admin fee / account holder | $34 | $4,781-99.3% | $4,221-99.2% | $10,132-99.7% |