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 | $23,913 | $77,634-69.2% | $156,549-84.7% | $62,891-62.0% |
| Participation rate | 53.8% | 71.2%-17.4pp | 84.0%-30.2pp | 69.3%-15.5pp |
| Annual return | 0.00% | 50.32%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $731 | $3,444-78.8% | $5,501-86.7% | $2,281-67.9% |
| Participant deferral / active EE | $1,634 | $3,045-46.3% | $4,871-66.4% | $3,203-49.0% |
| Admin fee / account holder | $47 | $5,561-99.2% | $13,027-99.6% | $4,296-98.9% |