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 | $7,493 | $32,037-76.6% | $69,182-89.2% | $62,891-88.1% |
| Participation rate | 32.8% | 43.4%-10.6pp | 55.1%-22.3pp | 69.3%-36.5pp |
| Annual return | 0.00% | 15.16%-15.2pp | -21.93%+21.9pp | 20.14%-20.1pp |
| Employer contribution / active EE | $905 | $679+33.2% | $1,206-25.0% | $2,281-60.3% |
| Participant deferral / active EE | $1,789 | $1,185+50.9% | $1,897-5.7% | $3,203-44.1% |
| Admin fee / account holder | $105 | $2,608-96.0% | $2,697-96.1% | $4,296-97.6% |