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 | $30,469 | $86,699-64.9% | $73,307-58.4% | $125,391-75.7% |
| Participation rate | 33.3% | 78.6%-45.3pp | 74.9%-41.6pp | 83.2%-49.9pp |
| Annual return | -3.40% | 2.78%-6.2pp | 5.67%-9.1pp | 282.22%-285.6pp |
| Employer contribution / active EE | $1,283 | $4,152-69.1% | $3,237-60.4% | $4,866-73.6% |
| Participant deferral / active EE | $1,774 | $5,550-68.0% | $4,991-64.5% | $5,352-66.8% |
| Admin fee / account holder | $287 | $7,771-96.3% | $5,637-94.9% | $9,540-97.0% |