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 | $29,204 | $84,527-65.5% | $67,711-56.9% | $125,391-76.7% |
| Participation rate | 22.2% | 74.8%-52.6pp | 67.5%-45.3pp | 83.2%-61.0pp |
| Annual return | -1.16% | 2.57%-3.7pp | 25.41%-26.6pp | 282.22%-283.4pp |
| Employer contribution / active EE | $291 | $3,292-91.2% | $2,559-88.6% | $4,866-94.0% |
| Participant deferral / active EE | $1,242 | $4,429-72.0% | $3,585-65.3% | $5,352-76.8% |
| Admin fee / account holder | $18 | $5,340-99.7% | $4,255-99.6% | $9,540-99.8% |