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 | $35,361 | $95,862-63.1% | $79,550-55.5% | $134,475-73.7% |
| Participation rate | 55.6% | 75.0%-19.5pp | 69.5%-13.9pp | 81.2%-25.7pp |
| Annual return | -17.76% | -2.69%-15.1pp | 0.16%-17.9pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,653 | $3,128-47.1% | $2,413-31.5% | $4,740-65.1% |
| Participant deferral / active EE | $2,907 | $4,693-38.0% | $3,985-27.0% | $6,400-54.6% |
| Admin fee / account holder | $63 | $9,126-99.3% | $6,832-99.1% | $11,426-99.5% |