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 | $40,208 | $49,280-18.4% | $67,313-40.3% | $64,186-37.4% |
| Participation rate | 39.3% | 60.8%-21.5pp | 69.1%-29.8pp | 69.6%-30.3pp |
| Annual return | -6.37% | -1.39%-5.0pp | -4.08%-2.3pp | 7.63%-14.0pp |
| Employer contribution / active EE | $528 | $1,668-68.4% | $2,566-79.4% | $2,381-77.8% |
| Participant deferral / active EE | $1,697 | $2,484-31.7% | $3,568-52.4% | $3,470-51.1% |
| Admin fee / account holder | $204 | $3,863-94.7% | $4,507-95.5% | $4,888-95.8% |