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 | $20,244 | $58,577-65.4% | $83,333-75.7% | $64,186-68.5% |
| Participation rate | 54.4% | 72.0%-17.6pp | 77.8%-23.3pp | 69.6%-15.1pp |
| Annual return | -7.34% | 9.65%-17.0pp | 10.63%-18.0pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,219 | $2,098-41.9% | $3,379-63.9% | $2,381-48.8% |
| Participant deferral / active EE | $2,298 | $4,654-50.6% | $5,565-58.7% | $3,470-33.8% |
| Admin fee / account holder | $18 | $9,275-99.8% | $7,510-99.8% | $4,888-99.6% |