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 | $39,167 | $95,193-58.9% | $76,523-48.8% | $135,375-71.1% |
| Participation rate | 69.6% | 74.4%-4.8pp | 68.0%+1.6pp | 82.6%-13.1pp |
| Annual return | -8.98% | 4.85%-13.8pp | -0.27%-8.7pp | 519.73%-528.7pp |
| Employer contribution / active EE | $1,400 | $3,302-57.6% | $2,647-47.1% | $4,779-70.7% |
| Participant deferral / active EE | $2,730 | $4,639-41.2% | $3,835-28.8% | $5,609-51.3% |
| Admin fee / account holder | $124 | $6,249-98.0% | $4,848-97.4% | $10,827-98.9% |