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 | $33,757 | $84,527-60.1% | $67,711-50.1% | $125,391-73.1% |
| Participation rate | 62.5% | 74.8%-12.3pp | 67.5%-5.0pp | 83.2%-20.7pp |
| Annual return | -2.94% | 2.57%-5.5pp | 25.41%-28.3pp | 282.22%-285.2pp |
| Employer contribution / active EE | $1,100 | $3,292-66.6% | $2,559-57.0% | $4,866-77.4% |
| Participant deferral / active EE | $2,200 | $4,429-50.3% | $3,585-38.6% | $5,352-58.9% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,540-100.0% |