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 | $19,062 | $49,177-61.2% | $79,464-76.0% | $64,186-70.3% |
| Participation rate | 47.2% | 65.0%-17.8pp | 73.3%-26.1pp | 69.6%-22.3pp |
| Annual return | -4.04% | -1.16%-2.9pp | 718.14%-722.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $710 | $2,076-65.8% | $2,800-74.6% | $2,381-70.2% |
| Participant deferral / active EE | $1,266 | $2,821-55.1% | $3,704-65.8% | $3,470-63.5% |
| Admin fee / account holder | $162 | $3,839-95.8% | $5,113-96.8% | $4,888-96.7% |