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 | $27,036 | $48,265-44.0% | $68,791-60.7% | $68,494-60.5% |
| Participation rate | 51.6% | 60.7%-9.1pp | 69.0%-17.4pp | 67.9%-16.3pp |
| Annual return | -14.78% | -12.71%-2.1pp | -6.38%-8.4pp | -7.84%-6.9pp |
| Employer contribution / active EE | $986 | $1,829-46.1% | $2,655-62.9% | $2,596-62.0% |
| Participant deferral / active EE | $1,520 | $2,867-47.0% | $3,941-61.4% | $4,027-62.2% |
| Admin fee / account holder | $159 | $4,355-96.4% | $4,932-96.8% | $5,403-97.1% |