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 | $22,988 | $52,681-56.4% | $75,781-69.7% | $59,632-61.5% |
| Participation rate | 60.0% | 67.2%-7.2pp | 75.8%-15.8pp | 68.7%-8.7pp |
| Annual return | -2.04% | 2.95%-5.0pp | 9.68%-11.7pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $1,204 | $2,193-45.1% | $3,323-63.8% | $2,203-45.3% |
| Participant deferral / active EE | $3,400 | $2,591+31.2% | $3,651-6.9% | $3,192+6.5% |
| Admin fee / account holder | $258 | $3,610-92.9% | $5,299-95.1% | $4,297-94.0% |