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 9-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 | $34,857 | $62,586-44.3% | $76,768-54.6% | $64,186-45.7% |
| Participation rate | 64.0% | 72.8%-8.8pp | 77.0%-12.9pp | 69.6%-5.5pp |
| Annual return | -6.25% | -1.95%-4.3pp | 2.43%-8.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $842 | $1,832-54.0% | $2,485-66.1% | $2,381-64.6% |
| Participant deferral / active EE | $1,914 | $3,145-39.1% | $3,852-50.3% | $3,470-44.8% |
| Admin fee / account holder | $206 | $4,667-95.6% | $6,675-96.9% | $4,888-95.8% |