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 | $14,525 | $73,867-80.3% | $143,757-89.9% | $68,494-78.8% |
| Participation rate | 68.1% | 66.7%+1.4pp | 80.3%-12.2pp | 67.9%+0.2pp |
| Annual return | -15.62% | 1.01%-16.6pp | -0.04%-15.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $415 | $3,184-87.0% | $4,951-91.6% | $2,596-84.0% |
| Participant deferral / active EE | $1,131 | $3,384-66.6% | $5,637-79.9% | $4,027-71.9% |
| Admin fee / account holder | $208 | $5,755-96.4% | $14,673-98.6% | $5,403-96.2% |