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 | $27,957 | $67,411-58.5% | $91,001-69.3% | $70,131-60.1% |
| Participation rate | 57.7% | 71.4%-13.7pp | 75.6%-17.9pp | 69.5%-11.8pp |
| Annual return | 12.93% | -40.16%+53.1pp | 4.60%+8.3pp | 73.14%-60.2pp |
| Employer contribution / active EE | $730 | $1,786-59.1% | $2,456-70.3% | $2,342-68.8% |
| Participant deferral / active EE | $2,807 | $2,823-0.6% | $3,547-20.9% | $3,332-15.8% |
| Admin fee / account holder | $22 | $4,236-99.5% | $5,417-99.6% | $4,645-99.5% |